Premier Path Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Premier Path Wealth Partners’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	$219K	Sell	3,712 -375	-9%	-$21.1K	0.03%	388
2026 Q1	$208K	Sell	4,087 -264	-6%	-$13.7K	0.03%	392
2025 Q4	$208K	Sell	4,351 -6,061	-58%	-$291K	0.03%	388
2025 Q3	$496K	Buy	10,412 +33	+0.3%	+$1.52K	0.06%	262
2025 Q2	$452K	Sell	10,379 -459	-4%	-$18.4K	0.06%	266
2025 Q1	$409K	Sell	10,838 -143	-1%	-$5.8K	0.06%	257
2024 Q4	$444K	Buy	10,981 +584	+6%	+$25K	0.07%	245
2024 Q3	$428K	Sell	10,397 -49	-0.5%	-$1.88K	0.07%	250
2024 Q2	$387K	Buy	+10,446	New	+$400K	0.07%	257

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

Premier Path Wealth Partners's PAVE Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 9.2% in Q2 2026, selling an estimated $21.1K and leaving 3,712 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #388.

Premier Path Wealth Partners first reported a position in PAVE in Q2 2024 and has held it in 9 quarters since. The position peaked at $496K in Q3 2025. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Premier Path Wealth Partners held 3,712 shares of Global X US Infrastructure Development ETF worth $219K as of Q2 2026.
Premier Path Wealth Partners sold 375 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $21.1K.
Global X US Infrastructure Development ETF made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #388 holding.
Premier Path Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Global X US Infrastructure Development ETF position peaked at $496K in Q3 2025.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.