LWM Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

LWM Advisory Services’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	$368K	Sell	7,249 -6,475	-47%	-$337K	0.39%	58
2025 Q4	$656K	Buy	13,724 +846	+7%	+$40.6K	0.38%	39
2025 Q3	$613K	Sell	12,878 -35	-0.3%	-$1.61K	0.36%	42
2025 Q2	$563K	Sell	12,913 -168,736	-93%	-$6.75M	0.39%	45
2025 Q1	$6.85M	Buy	181,649 +4,219	+2%	+$171K	4.76%	6
2024 Q4	$7.17M	Sell	177,430 -993	-0.6%	-$42.5K	4.99%	5
2024 Q3	$7.34M	Sell	178,423 -4,259	-2%	-$164K	5.44%	5
2024 Q2	$6.76M	Buy	182,682 +1,943	+1%	+$74.3K	5.68%	5
2024 Q1	$7.2M	Buy	180,739 +155,579	+618%	+$5.63M	5.77%	5
2023 Q4	$867K	Sell	25,160 -2,275	-8%	-$70.8K	0.76%	27
2023 Q3	$833K	Sell	27,435 -20	-0.1%	-$631	0.89%	24
2023 Q2	$863K	Buy	27,455 +3,913	+17%	+$111K	0.91%	20
2023 Q1	$667K	Buy	23,542 +11,439	+95%	+$324K	0.71%	28
2022 Q4	$321K	Buy	+12,103	New	+$317K	0.35%	58

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 $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return

LWM Advisory Services's PAVE Position: Q1 2026 in Review

LWM Advisory Services reduced its Global X US Infrastructure Development ETF (PAVE) stake by 47% in Q1 2026, selling an estimated $337K and leaving 7,249 shares worth $368K. The position accounts for 0.39% of the portfolio, ranked #58.

LWM Advisory Services first reported a position in PAVE in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.34M in Q3 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

LWM Advisory Services held 7,249 shares of Global X US Infrastructure Development ETF worth $368K as of Q1 2026.
LWM Advisory Services sold 6,475 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $337K.
Global X US Infrastructure Development ETF made up 0.39% of LWM Advisory Services's portfolio in Q1 2026, its #58 holding.
LWM Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 14 quarters since.
LWM Advisory Services's Global X US Infrastructure Development ETF position peaked at $7.34M in Q3 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.