HWA
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Heritage Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Heritage Wealth Advisors’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 		$3.24K Hold
55
– – ﹤0.01% 606
2026
Q1 		$2.79K Buy
+55
New +$2.86K ﹤0.01% 611

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Heritage Wealth Advisors's PAVE Position: Q2 2026 in Review

Heritage Wealth Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 55 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Heritage Wealth Advisors first reported a position in PAVE in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Heritage Wealth Advisors held 55 shares of Global X US Infrastructure Development ETF worth $3.24K as of Q2 2026.
  • Heritage Wealth Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #606 holding.
  • Heritage Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2026 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.