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

PCG 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	$2.44M	Buy	41,346 +1,499	+4%	+$84.1K	0.54%	57
2026 Q1	$2.02M	Buy	+39,847	New	+$2.08M	0.51%	61
2024 Q1	–	Sell	-21,714	Closed	-$748K	–	118
2023 Q4	$748K	Buy	21,714 +2,167	+11%	+$67.5K	0.42%	52
2023 Q3	$594K	Sell	19,547 -19,460	-50%	-$614K	0.39%	53
2023 Q2	$1.23M	Sell	39,007 -528	-1%	-$15K	0.76%	36
2023 Q1	$1.12M	Buy	39,535 +9,145	+30%	+$259K	0.71%	36
2022 Q4	$805K	Sell	30,390 -90,761	-75%	-$2.38M	0.51%	48
2022 Q3	$2.77M	Sell	121,151 -13,138	-10%	-$330K	0.99%	24
2022 Q2	$3.06M	Buy	134,289 +2,287	+2%	+$58.6K	2.18%	8
2022 Q1	$3.73M	Sell	132,002 -2,637	-2%	-$71.7K	2.37%	9
2021 Q4	$3.87M	Buy	+134,639	New	+$3.74M	2.69%	8

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

PCG Wealth Advisors's PAVE Position: Q2 2026 in Review

PCG Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.8% in Q2 2026, buying an estimated $84.1K and bringing the position to 41,346 shares worth $2.44M. The position accounts for 0.54% of the portfolio, ranked #57.

PCG Wealth Advisors first reported a position in PAVE in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.87M in Q4 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

PCG Wealth Advisors held 41,346 shares of Global X US Infrastructure Development ETF worth $2.44M as of Q2 2026.
PCG Wealth Advisors bought 1,499 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $84.1K.
Global X US Infrastructure Development ETF made up 0.54% of PCG Wealth Advisors's portfolio in Q2 2026, its #57 holding.
PCG Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 11 quarters since.
PCG Wealth Advisors's Global X US Infrastructure Development ETF position peaked at $3.87M in Q4 2021.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.