MWM
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Meridian Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Meridian Wealth 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
Q1 		$3.8M Buy
74,833
+11,019
+17% +$574K 0.13% 142
2025
Q4 		$3.05M Buy
63,814
+1,009
+2% +$48.4K 0.11% 171
2025
Q3 		$2.99M Sell
62,805
-2,378
-4% -$109K 0.11% 162
2025
Q2 		$2.84M Sell
65,183
-14,660
-18% -$586K 0.12% 169
2025
Q1 		$3.01M Sell
79,843
-654
-0.8% -$26.5K 0.15% 151
2024
Q4 		$3.25M Sell
80,497
-963
-1% -$41.3K 0.15% 141
2024
Q3 		$3.35M Buy
81,460
+6,105
+8% +$235K 0.16% 134
2024
Q2 		$2.79M Buy
+75,355
New +$2.88M 0.33% 64
2024
Q1 		– Sell
-68,651
Closed -$2.37M – 404
2023
Q4 		$2.37M Buy
68,651
+5,970
+10% +$186K 0.15% 154
2023
Q3 		$1.9M Buy
62,681
+6,680
+12% +$211K 0.12% 159
2023
Q2 		$1.76M Sell
56,001
-1,278
-2% -$36.3K 0.15% 131
2023
Q1 		$1.62M Sell
57,279
-1,954
-3% -$55.4K 0.14% 146
2022
Q4 		$1.57M Sell
59,233
-1,769
-3% -$46.4K 0.15% 139
2022
Q3 		$1.41M Sell
61,002
-2,404
-4% -$60.4K 0.15% 141
2022
Q2 		$1.44M Sell
63,406
-4,619
-7% -$118K 0.12% 185
2022
Q1 		$1.92M Buy
68,025
+1,200
+2% +$32.6K 0.21% 97
2021
Q4 		$1.92M Buy
66,825
+2,771
+4% +$77K 0.21% 95
2021
Q3 		$1.63M Buy
64,054
+7,246
+13% +$191K 0.2% 100
2021
Q2 		$1.46M Buy
56,808
+44,863
+376% +$1.17M 0.19% 108
2021
Q1 		$299K Buy
+11,945
New +$275K 0.04% 279

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
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

Meridian Wealth Management's PAVE Position: Q1 2026 in Review

Meridian Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 17% in Q1 2026, buying an estimated $574K and bringing the position to 74,833 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #142.

Meridian Wealth Management first reported a position in PAVE in Q1 2021 and has held it in 20 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Meridian Wealth Management held 74,833 shares of Global X US Infrastructure Development ETF worth $3.8M as of Q1 2026.
  • Meridian Wealth Management bought 11,019 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $574K.
  • Global X US Infrastructure Development ETF made up 0.13% of Meridian Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Meridian Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 20 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.