Sharkey, Howes & Javer’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sharkey, Howes & Javer’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	$970K	Hold	16,462	–	–	0.12%	87
2026 Q1	$836K	Sell	16,462 -1,925	-10%	-$100K	0.11%	88
2025 Q4	$879K	Sell	18,387 -1,536	-8%	-$73.7K	0.11%	84
2025 Q3	$949K	Sell	19,923 -3,412	-15%	-$157K	0.12%	87
2025 Q2	$1.02M	Sell	23,335 -8,764	-27%	-$351K	0.14%	91
2025 Q1	$1.21M	Sell	32,099 -25,150	-44%	-$1.02M	0.17%	79
2024 Q4	$2.31M	Sell	57,249 -10,706	-16%	-$459K	0.33%	58
2024 Q3	$2.8M	Sell	67,955 -169,106	-71%	-$6.5M	0.4%	50
2024 Q2	$8.78M	Sell	237,061 -6,907	-3%	-$264K	1.42%	15
2024 Q1	$9.71M	Sell	243,968 -18,884	-7%	-$684K	1.59%	15
2023 Q4	$9.06M	Buy	262,852 +48,482	+23%	+$1.51M	1.6%	12
2023 Q3	$6.51M	Buy	214,370 +15,373	+8%	+$485K	1.25%	21
2023 Q2	$6.25M	Buy	198,997 +25,871	+15%	+$734K	1.18%	20
2023 Q1	$4.91M	Buy	+173,126	New	+$4.91M	1.05%	21

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

Sharkey, Howes & Javer's PAVE Position: Q2 2026 in Review

Sharkey, Howes & Javer held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 16,462 shares worth $970K. The position accounts for 0.12% of the portfolio, ranked #87.

Sharkey, Howes & Javer first reported a position in PAVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.71M in Q1 2024. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Sharkey, Howes & Javer held 16,462 shares of Global X US Infrastructure Development ETF worth $970K as of Q2 2026.
Sharkey, Howes & Javer left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.12% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #87 holding.
Sharkey, Howes & Javer first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 14 quarters since.
Sharkey, Howes & Javer's Global X US Infrastructure Development ETF position peaked at $9.71M in Q1 2024.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.