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

NewEdge Wealth’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	$1.62M	Sell	27,428 -2	-0%	-$112	0.02%	515
2026 Q1	$1.39M	Sell	27,430 -7	-0%	-$365	0.02%	527
2025 Q4	$1.31M	Sell	27,437 -51	-0.2%	-$2.45K	0.01%	562
2025 Q3	$1.32M	Buy	27,488 +1,121	+4%	+$51.6K	0.02%	497
2025 Q2	$1.2M	Sell	26,367 -679	-3%	-$27.2K	0.02%	488
2025 Q1	$1.02M	Sell	27,046 -9,213	-25%	-$373K	0.02%	480
2024 Q4	$1.47M	Buy	+36,259	New	+$1.55M	0.03%	420

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

NewEdge Wealth's PAVE Position: Q2 2026 in Review

NewEdge Wealth reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.01% in Q2 2026, selling an estimated $112 and leaving 27,428 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #515.

NewEdge Wealth first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

NewEdge Wealth held 27,428 shares of Global X US Infrastructure Development ETF worth $1.62M as of Q2 2026.
NewEdge Wealth sold 2 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $112.
Global X US Infrastructure Development ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #515 holding.
NewEdge Wealth first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.