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Rothschild Capital Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Rothschild Capital 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
Q1 		$1.24M Buy
+24,353
New +$1.27M 0.3% 36
2022
Q2 		– Sell
-371,970
Closed -$10.5M – 31
2022
Q1 		$10.5M Buy
371,970
+132,649
+55% +$3.6M 3.69% 9
2021
Q4 		$6.89M Buy
239,321
+6,808
+3% +$189K 2.05% 19
2021
Q3 		$5.91M Sell
232,513
-311
-0.1% -$8.2K 1.89% 21
2021
Q2 		$6M Buy
+232,824
New +$6.05M 1.92% 20

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rothschild Capital Partners's PAVE Position: Q1 2026 in Review

Rothschild Capital Partners opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q1 2026: 24,353 shares worth $1.24M. The stake represents 0.3% of the portfolio and ranks #36 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in PAVE as recently as Q1 2022.

Rothschild Capital Partners first reported a position in PAVE in Q2 2021 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2022. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Rothschild Capital Partners held 24,353 shares of Global X US Infrastructure Development ETF worth $1.24M as of Q1 2026.
  • Global X US Infrastructure Development ETF was a new Rothschild Capital Partners position in Q1 2026.
  • Global X US Infrastructure Development ETF made up 0.3% of Rothschild Capital Partners's portfolio in Q1 2026, its #36 holding.
  • Rothschild Capital Partners first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 5 quarters since.
  • Rothschild Capital Partners's Global X US Infrastructure Development ETF position peaked at $10.5M in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.