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

Robertson Stephens 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	$14.4M	Sell	244,424 -16,855	-6%	-$946K	0.36%	53
2026 Q1	$13.3M	Buy	261,279 +3,253	+1%	+$169K	0.37%	51
2025 Q4	$12.4M	Buy	258,026 +12,292	+5%	+$590K	0.32%	60
2025 Q3	$11.7M	Buy	245,734 +8,193	+3%	+$377K	0.35%	54
2025 Q2	$10.4M	Buy	237,541 +3,927	+2%	+$157K	0.33%	59
2025 Q1	$8.81M	Buy	233,614 +8,726	+4%	+$354K	0.3%	64
2024 Q4	$9.12M	Sell	224,888 -11,747	-5%	-$503K	0.32%	64
2024 Q3	$9.74M	Buy	+236,635	New	+$9.1M	0.35%	63

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

Robertson Stephens Wealth Management's PAVE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 6.5% in Q2 2026, selling an estimated $946K and leaving 244,424 shares worth $14.4M. The position accounts for 0.36% of the portfolio, ranked #53.

Robertson Stephens Wealth Management first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Robertson Stephens Wealth Management held 244,424 shares of Global X US Infrastructure Development ETF worth $14.4M as of Q2 2026.
Robertson Stephens Wealth Management sold 16,855 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $946K.
Global X US Infrastructure Development ETF made up 0.36% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #53 holding.
Robertson Stephens Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.