Merkkuri Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Merkkuri Wealth Advisors’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	$214K	Sell	3,625 -1,374	-27%	-$77.1K	0.13%	78
2026 Q1	$254K	Buy	4,999 +23	+0.5%	+$1.2K	0.17%	75
2025 Q4	$238K	Sell	4,976 -2,608	-34%	-$125K	0.16%	75
2025 Q3	$361K	Buy	7,584 +15	+0.2%	+$690	0.26%	61
2025 Q2	$330K	Hold	7,569	–	–	0.25%	68
2025 Q1	$286K	Sell	7,569 -2,415	-24%	-$97.9K	0.24%	71
2024 Q4	$403K	Hold	9,984	–	–	0.32%	61
2024 Q3	$411K	Buy	9,984 +22	+0.2%	+$846	0.32%	62
2024 Q2	$369K	Buy	+9,962	New	+$381K	0.34%	61

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

Merkkuri Wealth Advisors's PAVE Position: Q2 2026 in Review

Merkkuri Wealth Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 27% in Q2 2026, selling an estimated $77.1K and leaving 3,625 shares worth $214K. The position accounts for 0.13% of the portfolio, ranked #78.

Merkkuri Wealth Advisors first reported a position in PAVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $411K in Q3 2024. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Merkkuri Wealth Advisors held 3,625 shares of Global X US Infrastructure Development ETF worth $214K as of Q2 2026.
Merkkuri Wealth Advisors sold 1,374 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $77.1K.
Global X US Infrastructure Development ETF made up 0.13% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Merkkuri Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $411K in Q3 2024.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.