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

Moss Adams 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	$109M	Buy	1,847,570 +30,612	+2%	+$1.72M	6.81%	3
2026 Q1	$92.3M	Buy	1,816,958 +52,695	+3%	+$2.74M	6.75%	3
2025 Q4	$84.8M	Buy	1,764,263 +638,160	+57%	+$30.6M	6.15%	3
2025 Q3	$53.6M	Buy	1,126,103 +84,906	+8%	+$3.91M	4.18%	9
2025 Q2	$45.5M	Buy	1,041,197 +15,268	+1%	+$611K	4.13%	9
2025 Q1	$38.7M	Buy	1,025,929 +50,231	+5%	+$2.04M	4.08%	8
2024 Q4	$39.5M	Buy	975,698 +10,056	+1%	+$431K	4.18%	8
2024 Q3	$39.7M	Buy	965,642 +30,548	+3%	+$1.17M	4.35%	7
2024 Q2	$34.7M	Buy	935,094 +80,721	+9%	+$3.09M	4.79%	7
2024 Q1	$34M	Buy	+854,373	New	+$30.9M	5.46%	4

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

Moss Adams Wealth Advisors's PAVE Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 1.7% in Q2 2026, buying an estimated $1.72M and bringing the position to 1,847,570 shares worth $109M. The position accounts for 6.81% of the portfolio, ranked #3.

Moss Adams Wealth Advisors first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Moss Adams Wealth Advisors held 1,847,570 shares of Global X US Infrastructure Development ETF worth $109M as of Q2 2026.
Moss Adams Wealth Advisors bought 30,612 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $1.72M.
Global X US Infrastructure Development ETF made up 6.81% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Moss Adams Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

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