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Laurel Wealth Advisors (North Carolina)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$3.64M Sell
61,740
-1,150
-2% -$64.6K 0.35% 56
2026
Q1 		$3.57M Sell
62,890
-85
-0.1% -$4.43K 0.35% 57
2025
Q4 		$3.01M Sell
62,975
-3
-0% -$144 0.4% 62
2025
Q3 		$3M Buy
62,978
+1,150
+2% +$52.9K 0.42% 63
2025
Q2 		$2.69M Sell
61,828
-690
-1% -$27.6K 0.4% 65
2025
Q1 		$2.36M Buy
62,518
+3,245
+5% +$132K 0.37% 69
2024
Q4 		$2.4M Buy
59,273
+2,165
+4% +$92.8K 0.37% 67
2024
Q3 		$2.35M Buy
57,108
+1,010
+2% +$38.8K 0.37% 67
2024
Q2 		$2.08M Buy
56,098
+1,625
+3% +$62.2K 0.36% 71
2024
Q1 		$2.17M Buy
54,473
+1,325
+2% +$48K 0.37% 71
2023
Q4 		$1.83M Buy
53,148
+450
+0.9% +$14K 0.35% 73
2023
Q3 		$1.6M Buy
52,698
+860
+2% +$27.2K 0.34% 74
2023
Q2 		$1.63M Sell
51,838
-250
-0.5% -$7.1K 0.33% 76
2023
Q1 		$1.48M Sell
52,088
-300
-0.6% -$8.5K 0.31% 77
2022
Q4 		$1.39M Buy
52,388
+4,600
+10% +$121K 0.31% 76
2022
Q3 		$1.1M Buy
47,788
+900
+2% +$22.6K 0.27% 84
2022
Q2 		$1.07M Sell
46,888
-1,450
-3% -$37.1K 0.26% 81
2022
Q1 		$1.37M Sell
48,338
-3,976
-8% -$108K 0.29% 77
2021
Q4 		$1.51M Buy
52,314
+2,000
+4% +$55.6K 0.31% 79
2021
Q3 		$1.28M Buy
50,314
+901
+2% +$23.8K 0.28% 78
2021
Q2 		$1.27M Buy
49,413
+5,188
+12% +$135K 0.27% 80
2021
Q1 		$1.11M Buy
44,225
+8,350
+23% +$192K 0.27% 80
2020
Q4 		$761K Buy
+35,875
New +$697K 0.2% 92

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

Laurel Wealth Advisors (North Carolina)'s PAVE Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Global X US Infrastructure Development ETF (PAVE) stake by 1.8% in Q2 2026, selling an estimated $64.6K and leaving 61,740 shares worth $3.64M. The position accounts for 0.35% of the portfolio, ranked #56.

Laurel Wealth Advisors (North Carolina) first reported a position in PAVE in Q4 2020 and has held it in 23 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 61,740 shares of Global X US Infrastructure Development ETF worth $3.64M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 1,150 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $64.6K.
  • Global X US Infrastructure Development ETF made up 0.35% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #56 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 23 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.