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

Prosperity 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
2025 Q4	$252K	Buy	5,279 +23	+0.4%	+$1.1K	0.08%	206
2025 Q3	$250K	Hold	5,256	–	–	0.09%	207
2025 Q2	$229K	Sell	5,256 -6,353	-55%	-$254K	0.08%	206
2025 Q1	$438K	Sell	11,609 -1,900	-14%	-$77K	0.21%	110
2024 Q4	$546K	Sell	13,509 -49	-0.4%	-$2.1K	0.22%	86
2024 Q3	$558K	Buy	13,558 +1,108	+9%	+$42.6K	0.22%	78
2024 Q2	$461K	Buy	12,450 +5,066	+69%	+$194K	0.23%	90
2024 Q1	$294K	Buy	7,384 +767	+12%	+$27.8K	0.14%	112
2023 Q4	$228K	Sell	6,617 -1,627	-20%	-$50.6K	0.15%	113
2023 Q3	$250K	Sell	8,244 -1,853	-18%	-$58.5K	0.16%	106
2023 Q2	$317K	Buy	10,097 +1,674	+20%	+$47.5K	0.21%	81
2023 Q1	$239K	Sell	8,423 -162	-2%	-$4.59K	0.19%	93
2022 Q4	$227K	Buy	+8,585	New	+$225K	0.21%	100

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's PAVE Position: Q4 2025 in Review

Prosperity Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.44% in Q4 2025, buying an estimated $1.1K and bringing the position to 5,279 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #206.

Prosperity Wealth Management first reported a position in PAVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $558K in Q3 2024. 678 funds tracked by Wall St. Rank hold PAVE as of Q4 2025.

Prosperity Wealth Management held 5,279 shares of Global X US Infrastructure Development ETF worth $252K as of Q4 2025.
Prosperity Wealth Management bought 23 Global X US Infrastructure Development ETF shares in Q4 2025, an estimated $1.1K.
Global X US Infrastructure Development ETF made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #206 holding.
Prosperity Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's Global X US Infrastructure Development ETF position peaked at $558K in Q3 2024.
678 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.