Nvest Financial’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Nvest Financial’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	$2.46M	Buy	48,323 +11,438	+31%	+$596K	0.91%	28
2025 Q4	$1.76M	Buy	36,885 +16,246	+79%	+$779K	0.73%	39
2025 Q3	$983K	Sell	20,639 -695	-3%	-$32K	0.56%	46
2025 Q2	$930K	Buy	+21,334	New	+$853K	0.48%	51

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

Nvest Financial's PAVE Position: Q1 2026 in Review

Nvest Financial increased its Global X US Infrastructure Development ETF (PAVE) stake by 31% in Q1 2026, buying an estimated $596K and bringing the position to 48,323 shares worth $2.46M. The position accounts for 0.91% of the portfolio, ranked #28.

Nvest Financial first reported a position in PAVE in Q2 2025 and has held it in 4 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Nvest Financial held 48,323 shares of Global X US Infrastructure Development ETF worth $2.46M as of Q1 2026.
Nvest Financial bought 11,438 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $596K.
Global X US Infrastructure Development ETF made up 0.91% of Nvest Financial's portfolio in Q1 2026, its #28 holding.
Nvest Financial first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 4 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.