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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PAVE Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2026 at 5,915 shares worth $301K. The position accounts for 0.15% of the portfolio, ranked #128.

Heritage Wealth Management (Ohio) first reported a position in PAVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $347K in Q3 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 5,915 shares of Global X US Infrastructure Development ETF worth $301K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its Global X US Infrastructure Development ETF share count unchanged in Q1 2026.
  • Global X US Infrastructure Development ETF made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #128 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Global X US Infrastructure Development ETF position peaked at $347K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.