KW
PAVE icon

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

KWB Wealth’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
2025
Q2 		– Sell
-50,147
Closed -$2.03M – 161
2025
Q1 		$2.03M Buy
50,147
+5,707
+13% +$231K 0.24% 57
2024
Q4 		$1.83M Sell
44,440
-13,193
-23% -$565K 0.23% 47
2024
Q3 		$2.13M Buy
57,633
+6,709
+13% +$258K 0.28% 41
2024
Q2 		$2.03M Sell
50,924
-444
-0.9% -$17K 0.28% 41
2024
Q1 		$2.04M Sell
51,368
-449
-0.9% -$16.3K 0.28% 42
2023
Q4 		$1.79M Buy
51,817
+13,432
+35% +$418K 0.26% 41
2023
Q3 		$1.21M Sell
38,385
-1,848
-5% -$58.3K 0.19% 45
2023
Q2 		$1.26M Buy
40,233
+20,662
+106% +$587K 0.2% 45
2023
Q1 		$518K Buy
19,571
+749
+4% +$21.2K 0.1% 70
2022
Q4 		$499K Buy
18,822
+1,022
+6% +$26.8K 0.09% 66
2022
Q3 		$410K Sell
17,800
-1,463
-8% -$36.7K 0.08% 67
2022
Q2 		$439K Buy
+19,263
New +$493K 0.08% 66

Other funds holding PAVE

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWB Wealth's PAVE Position: Q2 2025 in Review

KWB Wealth sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 50,147 shares — an estimated $2.03M sold.

KWB Wealth first reported a position in PAVE in Q2 2022 and held it in 12 quarters. The position peaked at $2.13M in Q3 2024. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

  • KWB Wealth reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
  • KWB Wealth sold 50,147 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $2.03M.
  • KWB Wealth first reported a position in Global X US Infrastructure Development ETF in Q2 2022 and held it in 12 quarters.
  • KWB Wealth's Global X US Infrastructure Development ETF position peaked at $2.13M in Q3 2024.
  • 606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on KWB Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.