KWM
PAVE icon

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

Koa 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 		$1.77M Sell
29,996
-848
-3% -$47.6K 1.2% 25
2026
Q1 		$1.57M Sell
30,844
-1,793
-5% -$93.4K 1.13% 28
2025
Q4 		$1.56M Sell
32,637
-1,399
-4% -$67.1K 1.07% 30
2025
Q3 		$1.62M Sell
34,036
-1,647
-5% -$75.8K 1.2% 29
2025
Q2 		$1.56M Sell
35,683
-228
-0.6% -$9.12K 1.24% 29
2025
Q1 		$1.35M Buy
35,911
+3,156
+10% +$128K 1.09% 29
2024
Q4 		$1.32M Sell
32,755
-2,968
-8% -$127K 1.08% 30
2024
Q3 		$1.47M Sell
35,723
-1,297
-4% -$49.9K 1.14% 30
2024
Q2 		$1.37M Sell
37,020
-1,027
-3% -$39.3K 1.16% 30
2024
Q1 		$1.51M Sell
38,047
-2,597
-6% -$94K 1.37% 24
2023
Q4 		$1.4M Buy
+40,644
New +$1.27M 1.38% 23

Other funds holding PAVE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Koa Wealth Management's PAVE Position: Q2 2026 in Review

Koa Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 2.7% in Q2 2026, selling an estimated $47.6K and leaving 29,996 shares worth $1.77M. The position accounts for 1.2% of the portfolio, ranked #25.

Koa Wealth Management first reported a position in PAVE in Q4 2023 and has held it in 11 quarters since. 357 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Koa Wealth Management held 29,996 shares of Global X US Infrastructure Development ETF worth $1.77M as of Q2 2026.
  • Koa Wealth Management sold 848 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $47.6K.
  • Global X US Infrastructure Development ETF made up 1.2% of Koa Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Koa Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 11 quarters since.
  • 357 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.