Private Client Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Private Client Services’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	$299K	Buy	5,082 +1,057	+26%	+$59.3K	0.08%	170
2026 Q1	$205K	Buy	+4,025	New	+$210K	0.06%	203
2025 Q3	–	Sell	-5,164	Closed	-$225K	–	212
2025 Q2	$225K	Buy	+5,164	New	+$207K	0.09%	185

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

Private Client Services's PAVE Position: Q2 2026 in Review

Private Client Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 26% in Q2 2026, buying an estimated $59.3K and bringing the position to 5,082 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #170.

Private Client Services first reported a position in PAVE in Q2 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Private Client Services held 5,082 shares of Global X US Infrastructure Development ETF worth $299K as of Q2 2026.
Private Client Services bought 1,057 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $59.3K.
Global X US Infrastructure Development ETF made up 0.08% of Private Client Services's portfolio in Q2 2026, its #170 holding.
Private Client Services first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 3 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.