Investment Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Investment Partners’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	$495K	Buy	8,402 +1,970	+31%	+$111K	0.15%	116
2026 Q1	$327K	Buy	6,432 +391	+6%	+$20.4K	0.12%	132
2025 Q4	$289K	Buy	6,041 +942	+18%	+$45.2K	0.1%	134
2025 Q3	$243K	Buy	+5,099	New	+$235K	0.09%	142

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

Investment Partners's PAVE Position: Q2 2026 in Review

Investment Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 31% in Q2 2026, buying an estimated $111K and bringing the position to 8,402 shares worth $495K. The position accounts for 0.15% of the portfolio, ranked #116.

Investment Partners first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Investment Partners held 8,402 shares of Global X US Infrastructure Development ETF worth $495K as of Q2 2026.
Investment Partners bought 1,970 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $111K.
Global X US Infrastructure Development ETF made up 0.15% of Investment Partners's portfolio in Q2 2026, its #116 holding.
Investment Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.