Simon Quick Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Simon Quick Advisors’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	$263K	Hold	4,470	–	–	0.01%	354
2026 Q1	$227K	Hold	4,470	–	–	0.01%	348
2025 Q4	$214K	Hold	4,470	–	–	0.01%	373
2025 Q3	$213K	Buy	+4,470	New	+$206K	0.01%	378

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

Simon Quick Advisors's PAVE Position: Q2 2026 in Review

Simon Quick Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 4,470 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #354.

Simon Quick Advisors first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Simon Quick Advisors held 4,470 shares of Global X US Infrastructure Development ETF worth $263K as of Q2 2026.
Simon Quick Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #354 holding.
Simon Quick Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.