OAJ
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Ogorek Anthony Joseph’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Ogorek Anthony Joseph’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 		$9.9M Sell
167,987
-331
-0.2% -$18.6K 2.46% 12
2026
Q1 		$8.55M Sell
168,318
-7,607
-4% -$396K 2.34% 15
2025
Q4 		$8.41M Sell
175,925
-54,528
-24% -$2.62M 2.31% 16
2025
Q3 		$11M Sell
230,453
-3,284
-1% -$151K 3.14% 11
2025
Q2 		$10.2M Sell
233,737
-49,995
-18% -$2M 3.15% 11
2025
Q1 		$10.7M Sell
283,732
-7,723
-3% -$313K 3.52% 9
2024
Q4 		$11.8M Buy
291,455
+1,260
+0.4% +$54K 3.75% 8
2024
Q3 		$11.9M Sell
290,195
-6,766
-2% -$260K 4.1% 8
2024
Q2 		$11M Sell
296,961
-1,256
-0.4% -$48K 3.82% 8
2024
Q1 		$11.9M Buy
298,217
+55,756
+23% +$2.02M 4.12% 7
2023
Q4 		$8.36M Buy
242,461
+7,215
+3% +$225K 3.04% 7
2023
Q3 		$7.15M Buy
235,246
+103,611
+79% +$3.27M 2.82% 10
2023
Q2 		$4.14M Buy
131,635
+8,473
+7% +$241K 1.58% 19
2023
Q1 		$3.49M Buy
123,162
+9,160
+8% +$260K 1.43% 21
2022
Q4 		$3.02M Sell
114,002
-952
-0.8% -$24.9K 1.31% 25
2022
Q3 		$2.65M Sell
114,954
-2,559
-2% -$64.3K 1.26% 22
2022
Q2 		$2.67M Sell
117,513
-27,123
-19% -$695K 1.23% 22
2022
Q1 		$4.09M Sell
144,636
-4,070
-3% -$111K 1.68% 14
2021
Q4 		$4.28M Sell
148,706
-4,282
-3% -$119K 1.83% 11
2021
Q3 		$3.89M Sell
152,988
-1,901
-1% -$50.1K 1.77% 11
2021
Q2 		$3.99M Buy
154,889
+1,582
+1% +$41.1K 1.79% 12
2021
Q1 		$3.84M Buy
+153,307
New +$3.53M 1.89% 12

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ogorek Anthony Joseph's PAVE Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.2% in Q2 2026, selling an estimated $18.6K and leaving 167,987 shares worth $9.9M. The position accounts for 2.46% of the portfolio, ranked #12.

Ogorek Anthony Joseph first reported a position in PAVE in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.9M in Q3 2024. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Ogorek Anthony Joseph held 167,987 shares of Global X US Infrastructure Development ETF worth $9.9M as of Q2 2026.
  • Ogorek Anthony Joseph sold 331 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $18.6K.
  • Global X US Infrastructure Development ETF made up 2.46% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #12 holding.
  • Ogorek Anthony Joseph first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 22 quarters since.
  • Ogorek Anthony Joseph's Global X US Infrastructure Development ETF position peaked at $11.9M in Q3 2024.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.