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

Kovitz Investment Group 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 Q1	$600K	Sell	11,806 -29	-0.2%	-$1.51K	0.01%	379
2025 Q4	$566K	Sell	11,835 -6,538	-36%	-$314K	0.01%	382
2025 Q3	$875K	Buy	18,373 +9	+0%	+$414	﹤0.01%	872
2025 Q2	$801K	Buy	18,364 +11,414	+164%	+$457K	﹤0.01%	850
2025 Q1	$262K	Buy	6,950 +313	+5%	+$12.7K	﹤0.01%	1097
2024 Q4	$268K	Buy	+6,637	New	+$284K	﹤0.01%	1074
2021 Q4	–	Sell	-17,400	Closed	-$442K	–	451
2021 Q3	$442K	Buy	+17,400	New	+$459K	0.01%	361

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Kovitz Investment Group Partners's PAVE Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.25% in Q1 2026, selling an estimated $1.51K and leaving 11,806 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #379.

Kovitz Investment Group Partners first reported a position in PAVE in Q3 2021 and has held it in 7 quarters since. The position peaked at $875K in Q3 2025. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Kovitz Investment Group Partners held 11,806 shares of Global X US Infrastructure Development ETF worth $600K as of Q1 2026.
Kovitz Investment Group Partners sold 29 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $1.51K.
Global X US Infrastructure Development ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #379 holding.
Kovitz Investment Group Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Global X US Infrastructure Development ETF position peaked at $875K in Q3 2025.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.