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

Peck Wealth Management’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	$3.35M	Buy	56,913 +8,173	+17%	+$459K	2.83%	7
2026 Q1	$2.48M	Buy	48,740 +1,074	+2%	+$55.9K	2.48%	9
2025 Q4	$2.28M	Buy	47,666 +1,524	+3%	+$73.1K	2.15%	13
2025 Q3	$2.2M	Buy	+46,142	New	+$2.12M	2.1%	13

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

Peck Wealth Management's PAVE Position: Q2 2026 in Review

Peck Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 17% in Q2 2026, buying an estimated $459K and bringing the position to 56,913 shares worth $3.35M. The position accounts for 2.83% of the portfolio, ranked #7.

Peck Wealth Management first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Peck Wealth Management held 56,913 shares of Global X US Infrastructure Development ETF worth $3.35M as of Q2 2026.
Peck Wealth Management bought 8,173 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $459K.
Global X US Infrastructure Development ETF made up 2.83% of Peck Wealth Management's portfolio in Q2 2026, its #7 holding.
Peck Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
817 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.