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

Primoris 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	$707K	Buy	+12,000	New	+$674K	0.32%	60
2022 Q3	–	Sell	-16,004	Closed	-$364K	–	70
2022 Q2	$364K	Sell	16,004 -4,800	-23%	-$123K	0.52%	47
2022 Q1	$588K	Sell	20,804 -1,228	-6%	-$33.4K	0.55%	40
2021 Q4	$639K	Buy	+22,032	New	+$612K	0.51%	50

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

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

Primoris Wealth Advisors opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 12,000 shares worth $707K. The stake represents 0.32% of the portfolio and ranks #60 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in PAVE as recently as Q2 2022.

Primoris Wealth Advisors first reported a position in PAVE in Q4 2021 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Primoris Wealth Advisors held 12,000 shares of Global X US Infrastructure Development ETF worth $707K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Primoris Wealth Advisors position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.32% of Primoris Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Primoris Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.