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 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 $1.37T 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

Merkkuri Wealth Advisors's PAVE Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.46% in Q1 2026, buying an estimated $1.2K and bringing the position to 4,999 shares worth $254K. The position accounts for 0.17% of the portfolio, ranked #75.

Merkkuri Wealth Advisors first reported a position in PAVE in Q2 2024 and has held it in 8 quarters since. The position peaked at $411K in Q3 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Merkkuri Wealth Advisors held 4,999 shares of Global X US Infrastructure Development ETF worth $254K as of Q1 2026.
Merkkuri Wealth Advisors bought 23 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $1.2K.
Global X US Infrastructure Development ETF made up 0.17% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Merkkuri Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $411K in Q3 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.