Marshall Investment Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Marshall Investment Management’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	$2.49M	Sell	42,268 -1,933	-4%	-$109K	1.03%	36
2026 Q1	$2.25M	Buy	44,201 +2,818	+7%	+$147K	1.08%	33
2025 Q4	$1.98M	Buy	41,383 +891	+2%	+$42.7K	0.99%	35
2025 Q3	$1.93M	Buy	+40,492	New	+$1.86M	1.02%	35
2025 Q2	–	Sell	-34,216	Closed	-$1.29M	–	165
2025 Q1	$1.29M	Buy	34,216 +1,315	+4%	+$53.3K	0.8%	39
2024 Q4	$1.35M	Buy	+32,901	New	+$1.41M	0.8%	39

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Marshall Investment Management's PAVE Position: Q2 2026 in Review

Marshall Investment Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.4% in Q2 2026, selling an estimated $109K and leaving 42,268 shares worth $2.49M. The position accounts for 1.03% of the portfolio, ranked #36.

Marshall Investment Management first reported a position in PAVE in Q4 2024 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Marshall Investment Management held 42,268 shares of Global X US Infrastructure Development ETF worth $2.49M as of Q2 2026.
Marshall Investment Management sold 1,933 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $109K.
Global X US Infrastructure Development ETF made up 1.03% of Marshall Investment Management's portfolio in Q2 2026, its #36 holding.
Marshall Investment Management first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 6 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.