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

MGB 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
2025 Q4	$1.87M	Hold	39,080	–	–	0.54%	42
2025 Q3	$1.86M	Sell	39,080 -3,279	-8%	-$151K	0.52%	39
2025 Q2	$1.85M	Sell	42,359 -3,543	-8%	-$142K	0.61%	36
2025 Q1	$1.73M	Buy	45,902 +600	+1%	+$24.3K	0.63%	35
2024 Q4	$1.83M	Buy	45,302 +1,874	+4%	+$80.3K	0.57%	34
2024 Q3	$1.79M	Buy	43,428 +650	+2%	+$25K	0.65%	30
2024 Q2	$1.63M	Buy	42,778 +1,448	+4%	+$55.4K	0.61%	40
2024 Q1	$1.64M	Buy	41,330 +50	+0.1%	+$1.81K	0.67%	38
2023 Q4	$1.42M	Buy	+41,280	New	+$1.29M	0.72%	39

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MGB Wealth Management's PAVE Position: Q4 2025 in Review

MGB Wealth Management held its Global X US Infrastructure Development ETF (PAVE) position steady in Q4 2025 at 39,080 shares worth $1.87M. The position accounts for 0.54% of the portfolio, ranked #42.

MGB Wealth Management first reported a position in PAVE in Q4 2023 and has held it in 9 quarters since. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

MGB Wealth Management held 39,080 shares of Global X US Infrastructure Development ETF worth $1.87M as of Q4 2025.
MGB Wealth Management left its Global X US Infrastructure Development ETF share count unchanged in Q4 2025.
Global X US Infrastructure Development ETF made up 0.54% of MGB Wealth Management's portfolio in Q4 2025, its #42 holding.
MGB Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 9 quarters since.
678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.