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Rothschild Investment LLC’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Rothschild Investment LLC’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 		$12.7M Buy
214,811
+1,704
+0.8% +$95.7K 0.47% 43
2026
Q1 		$10.8M Buy
213,107
+6,711
+3% +$350K 0.57% 43
2025
Q4 		$9.86M Buy
206,396
+204,485
+10,700% +$9.81M 0.54% 47
2025
Q3 		$91K Buy
1,911
+550
+40% +$25.3K 0.01% 819
2025
Q2 		$59.3K Hold
1,361
– – ﹤0.01% 744
2025
Q1 		$51.4K Hold
1,361
– – ﹤0.01% 758
2024
Q4 		$55K Buy
1,361
+61
+5% +$2.61K ﹤0.01% 762
2024
Q3 		$53.5K Buy
+1,300
New +$50K ﹤0.01% 757

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Rothschild Investment LLC's PAVE Position: Q2 2026 in Review

Rothschild Investment LLC increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.8% in Q2 2026, buying an estimated $95.7K and bringing the position to 214,811 shares worth $12.7M. The position accounts for 0.47% of the portfolio, ranked #43.

Rothschild Investment LLC first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Rothschild Investment LLC held 214,811 shares of Global X US Infrastructure Development ETF worth $12.7M as of Q2 2026.
  • Rothschild Investment LLC bought 1,704 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $95.7K.
  • Global X US Infrastructure Development ETF made up 0.47% of Rothschild Investment LLC's portfolio in Q2 2026, its #43 holding.
  • Rothschild Investment LLC first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
  • 821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.