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

PMG 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	$5.81M	Buy	98,567 +3,180	+3%	+$179K	3.59%	13
2026 Q1	$4.85M	Buy	95,387 +3,380	+4%	+$176K	3.5%	12
2025 Q4	$4.4M	Buy	92,007 +1,421	+2%	+$68.2K	3.22%	11
2025 Q3	$4.3M	Buy	90,586 +592	+0.7%	+$27.2K	3.28%	11
2025 Q2	$3.92M	Buy	+89,994	New	+$3.6M	3.24%	11

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

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

PMG Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.3% in Q2 2026, buying an estimated $179K and bringing the position to 98,567 shares worth $5.81M. The position accounts for 3.59% of the portfolio, ranked #13.

PMG Wealth Management first reported a position in PAVE in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

PMG Wealth Management held 98,567 shares of Global X US Infrastructure Development ETF worth $5.81M as of Q2 2026.
PMG Wealth Management bought 3,180 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $179K.
Global X US Infrastructure Development ETF made up 3.59% of PMG Wealth Management's portfolio in Q2 2026, its #13 holding.
PMG Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.