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

Oxford Wealth Group’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	$3.29M	Sell	64,692 -11,762	-15%	-$613K	1.8%	24
2025 Q4	$3.65M	Buy	+76,454	New	+$3.67M	1.78%	24

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 $20.6B AUM 59.59% 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 $424B AUM 22.94% 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 $5.16B AUM 18.64% 1-Year Est. Return

Oxford Wealth Group's PAVE Position: Q1 2026 in Review

Oxford Wealth Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 15% in Q1 2026, selling an estimated $613K and leaving 64,692 shares worth $3.29M. The position accounts for 1.8% of the portfolio, ranked #24.

Oxford Wealth Group first reported a position in PAVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.65M in Q4 2025. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Oxford Wealth Group held 64,692 shares of Global X US Infrastructure Development ETF worth $3.29M as of Q1 2026.
Oxford Wealth Group sold 11,762 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $613K.
Global X US Infrastructure Development ETF made up 1.8% of Oxford Wealth Group's portfolio in Q1 2026, its #24 holding.
Oxford Wealth Group first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 2 quarters since.
Oxford Wealth Group's Global X US Infrastructure Development ETF position peaked at $3.65M in Q4 2025.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.