Heritage Wealth Management (Ohio)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Heritage Wealth Management (Ohio)’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	$368K	Buy	6,243 +328	+6%	+$18.4K	0.09%	202
2026 Q1	$301K	Hold	5,915	–	–	0.15%	128
2025 Q4	$283K	Sell	5,915 -210	-3%	-$10.1K	0.08%	206
2025 Q3	$292K	Hold	6,125	–	–	0.09%	195
2025 Q2	$267K	Hold	6,125	–	–	0.09%	195
2025 Q1	$231K	Sell	6,125 -2,310	-27%	-$93.6K	0.08%	206
2024 Q4	$341K	Hold	8,435	–	–	0.11%	175
2024 Q3	$347K	Hold	8,435	–	–	0.11%	166
2024 Q2	$309K	Buy	+8,435	New	+$323K	0.1%	173

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

Heritage Wealth Management (Ohio)'s PAVE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 6,243 shares worth $368K. The position accounts for 0.09% of the portfolio, ranked #202.

Heritage Wealth Management (Ohio) first reported a position in PAVE in Q2 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,243 shares of Global X US Infrastructure Development ETF worth $368K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 328 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $18.4K.
Global X US Infrastructure Development ETF made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #202 holding.
Heritage Wealth Management (Ohio) first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 9 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.