Howe & Rusling’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Howe & Rusling’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	$36.4K	Buy	619 +81	+15%	+$4.55K	﹤0.01%	394
2026 Q1	$27.3K	Sell	538 -26	-5%	-$1.35K	﹤0.01%	390
2025 Q4	$27K	Buy	564 +26	+5%	+$1.25K	﹤0.01%	393
2025 Q3	$25.6K	Hold	538	–	–	﹤0.01%	383
2025 Q2	$23.4K	Buy	+538	New	+$21.5K	﹤0.01%	382
2025 Q1	–	Sell	-711	Closed	-$28.7K	–	460
2024 Q4	$28.7K	Sell	711 -227	-24%	-$9.73K	﹤0.01%	332
2024 Q3	$38.6K	Buy	+938	New	+$36.1K	﹤0.01%	314
2024 Q1	–	Sell	-30	Closed	-$1.03K	–	407
2023 Q4	$1.03K	Buy	+30	New	+$934	﹤0.01%	370
2023 Q3	–	Sell	-30	Closed	-$943	–	331
2023 Q2	$943	Buy	+30	New	+$852	﹤0.01%	329
2022 Q4	–	Sell	-30	Closed	-$1K	–	817
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	992
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	984
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	948
2021 Q4	$1K	Buy	+30	New	+$834	﹤0.01%	946

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

Howe & Rusling's PAVE Position: Q2 2026 in Review

Howe & Rusling increased its Global X US Infrastructure Development ETF (PAVE) stake by 15% in Q2 2026, buying an estimated $4.55K and bringing the position to 619 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Howe & Rusling first reported a position in PAVE in Q4 2021 and has held it in 13 quarters since. The position peaked at $38.6K in Q3 2024. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Howe & Rusling held 619 shares of Global X US Infrastructure Development ETF worth $36.4K as of Q2 2026.
Howe & Rusling bought 81 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $4.55K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #394 holding.
Howe & Rusling first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 13 quarters since.
Howe & Rusling's Global X US Infrastructure Development ETF position peaked at $38.6K in Q3 2024.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.