IFWM
PAVE icon

Institute for Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Institute for Wealth Management’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 		$1.05K Buy
+18
New +$1.01K ﹤0.01% 1653

Other funds holding PAVE

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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Institute for Wealth Management's PAVE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 18 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1653 among its holdings.

555 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Institute for Wealth Management held 18 shares of Global X US Infrastructure Development ETF worth $1.05K as of Q2 2026.
  • Global X US Infrastructure Development ETF was a new Institute for Wealth Management position in Q2 2026.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1653 holding.
  • 555 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.