Midwest Trust’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Midwest Trust’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	$742K	Sell	14,612 -1,335	-8%	-$69.5K	0.01%	377
2025 Q4	$762K	Sell	15,947 -1,139	-7%	-$54.6K	0.01%	369
2025 Q3	$814K	Sell	17,086 -1,721	-9%	-$79.2K	0.01%	362
2025 Q2	$820K	Buy	+18,807	New	+$752K	0.01%	362

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

Midwest Trust's PAVE Position: Q1 2026 in Review

Midwest Trust reduced its Global X US Infrastructure Development ETF (PAVE) stake by 8.4% in Q1 2026, selling an estimated $69.5K and leaving 14,612 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #377.

Midwest Trust first reported a position in PAVE in Q2 2025 and has held it in 4 quarters since. The position peaked at $820K in Q2 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Midwest Trust held 14,612 shares of Global X US Infrastructure Development ETF worth $742K as of Q1 2026.
Midwest Trust sold 1,335 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $69.5K.
Global X US Infrastructure Development ETF made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #377 holding.
Midwest Trust first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 4 quarters since.
Midwest Trust's Global X US Infrastructure Development ETF position peaked at $820K in Q2 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.