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

SHP 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 Q1	$396K	Buy	7,790 +4,665	+149%	+$243K	0.03%	176
2025 Q4	$149K	Buy	+3,125	New	+$150K	0.01%	294

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

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

SHP Wealth Management's PAVE Position: Q1 2026 in Review

SHP Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 149% in Q1 2026, buying an estimated $243K and bringing the position to 7,790 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #176.

SHP Wealth Management first reported a position in PAVE in Q4 2025 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

SHP Wealth Management held 7,790 shares of Global X US Infrastructure Development ETF worth $396K as of Q1 2026.
SHP Wealth Management bought 4,665 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $243K.
Global X US Infrastructure Development ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #176 holding.
SHP Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 2 quarters since.
733 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.