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

SteelPeak Wealth’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	$992K	Buy	+16,811	New	+$944K	0.03%	308
2024 Q3	–	Sell	-5,574	Closed	-$207K	–	585
2024 Q2	$207K	Sell	5,574 -21,386	-79%	-$818K	0.01%	461
2024 Q1	$1.07M	Buy	+26,960	New	+$976K	0.05%	211

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

SteelPeak Wealth's PAVE Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 16,811 shares worth $992K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in PAVE as recently as Q2 2024.

SteelPeak Wealth first reported a position in PAVE in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2024. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

SteelPeak Wealth held 16,811 shares of Global X US Infrastructure Development ETF worth $992K as of Q2 2026.
Global X US Infrastructure Development ETF was a new SteelPeak Wealth position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #308 holding.
SteelPeak Wealth first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 3 quarters since.
SteelPeak Wealth's Global X US Infrastructure Development ETF position peaked at $1.07M in Q1 2024.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.