Secure Asset Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Secure Asset 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 Q1	–	Sell	-12,050	Closed	-$576K	–	364
2025 Q4	$576K	Buy	12,050 +1,300	+12%	+$62.4K	0.09%	174
2025 Q3	$512K	Buy	10,750 +810	+8%	+$37.3K	0.08%	176
2025 Q2	$433K	Sell	9,940 -3,192	-24%	-$128K	0.08%	205
2025 Q1	$495K	Buy	13,132 +437	+3%	+$17.7K	0.1%	172
2024 Q4	$513K	Buy	12,695 +1,815	+17%	+$77.8K	0.08%	193
2024 Q3	$448K	Buy	10,880 +525	+5%	+$20.2K	0.08%	194
2024 Q2	$383K	Buy	10,355 +409	+4%	+$15.6K	0.07%	191
2024 Q1	$396K	Buy	+9,946	New	+$360K	0.09%	145

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Secure Asset Management's PAVE Position: Q1 2026 in Review

Secure Asset Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q1 2026, closing a stake of 12,050 shares — an estimated $576K sold.

Secure Asset Management first reported a position in PAVE in Q1 2024 and held it in 8 quarters. The position peaked at $576K in Q4 2025. 736 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Secure Asset Management reported no remaining Global X US Infrastructure Development ETF position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 12,050 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $576K.
Secure Asset Management first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and held it in 8 quarters.
Secure Asset Management's Global X US Infrastructure Development ETF position peaked at $576K in Q4 2025.
736 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.