IWA
PAVE icon

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

Icon 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
Q1 		$286K Buy
+5,192
New +$270K 0.02% 328
2022
Q4 		$235K Hold
8,870
– – 0.03% 286
2022
Q3 		$205K Buy
+8,870
New +$223K 0.02% 291

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

Icon Wealth Advisors's PAVE Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2026: 5,192 shares worth $286K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in PAVE as recently as Q4 2022.

Icon Wealth Advisors first reported a position in PAVE in Q3 2022 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Icon Wealth Advisors held 5,192 shares of Global X US Infrastructure Development ETF worth $286K as of Q1 2026.
  • Global X US Infrastructure Development ETF was a new Icon Wealth Advisors position in Q1 2026.
  • Global X US Infrastructure Development ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #328 holding.
  • Icon Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2022 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.