LJAC
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L.J. Altfest & Co’s Global X US Infrastructure Development ETF PAVE Stock Holding History

L.J. Altfest & Co’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 		$14.9M Sell
253,259
-2,718
-1% -$153K 1.45% 16
2026
Q1 		$13M Buy
255,977
+8,480
+3% +$442K 1.39% 17
2025
Q4 		$11.8M Buy
247,497
+1,524
+0.6% +$73.1K 1.29% 21
2025
Q3 		$11.7M Buy
245,973
+5,606
+2% +$258K 1.31% 20
2025
Q2 		$10.5M Buy
+240,367
New +$9.62M 1.24% 20

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

L.J. Altfest & Co's PAVE Position: Q2 2026 in Review

L.J. Altfest & Co reduced its Global X US Infrastructure Development ETF (PAVE) stake by 1.1% in Q2 2026, selling an estimated $153K and leaving 253,259 shares worth $14.9M. The position accounts for 1.45% of the portfolio, ranked #16.

L.J. Altfest & Co first reported a position in PAVE in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • L.J. Altfest & Co held 253,259 shares of Global X US Infrastructure Development ETF worth $14.9M as of Q2 2026.
  • L.J. Altfest & Co sold 2,718 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $153K.
  • Global X US Infrastructure Development ETF made up 1.45% of L.J. Altfest & Co's portfolio in Q2 2026, its #16 holding.
  • L.J. Altfest & Co first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 5 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.