HB Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

HB Wealth Management’s Portfolio PAVE Stock Details PAVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$445K	Buy	7,547 +1,779	+31%	+$99.9K	﹤0.01%	1168
2026 Q1	$293K	Buy	5,768 +5	+0.1%	+$260	﹤0.01%	1248
2025 Q4	$275K	Sell	5,763 -275	-5%	-$13.2K	﹤0.01%	1180
2025 Q3	$288K	Buy	6,038 +434	+8%	+$20K	﹤0.01%	1099
2025 Q2	$244K	Sell	5,604 -351	-6%	-$14K	﹤0.01%	1022
2025 Q1	$225K	Buy	5,955 +932	+19%	+$37.8K	﹤0.01%	1098
2024 Q4	$203K	Sell	5,023 -9	-0.2%	-$386	﹤0.01%	979
2024 Q3	$207K	Buy	+5,032	New	+$193K	﹤0.01%	879
2023 Q2	–	Sell	-51,181	Closed	-$1.45M	–	755
2023 Q1	$1.45M	Sell	51,181 -98	-0.2%	-$2.78K	0.03%	237
2022 Q4	$1.36M	Buy	51,279 +39	+0.1%	+$1.02K	0.02%	242
2022 Q3	$1.18M	Sell	51,240 -2,884	-5%	-$72.4K	0.03%	239
2022 Q2	$1.23M	Sell	54,124 -3,936	-7%	-$101K	0.03%	229
2022 Q1	$1.64M	Sell	58,060 -3,810	-6%	-$104K	0.03%	204
2021 Q4	$1.78M	Buy	+61,870	New	+$1.72M	0.04%	169

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HB Wealth Management's PAVE Position: Q2 2026 in Review

HB Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 31% in Q2 2026, buying an estimated $99.9K and bringing the position to 7,547 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

HB Wealth Management first reported a position in PAVE in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

HB Wealth Management held 7,547 shares of Global X US Infrastructure Development ETF worth $445K as of Q2 2026.
HB Wealth Management bought 1,779 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $99.9K.
Global X US Infrastructure Development ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1168 holding.
HB Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 14 quarters since.
HB Wealth Management's Global X US Infrastructure Development ETF position peaked at $1.78M in Q4 2021.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.