SGK
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Steigerwald Gordon & Koch’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Steigerwald Gordon & Koch’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 		$16.1K Hold
273
– – ﹤0.01% 469
2026
Q1 		$13.9K Hold
273
– – ﹤0.01% 478
2025
Q4 		$13K Hold
273
– – ﹤0.01% 523
2025
Q3 		$13K Buy
+273
New +$12.6K ﹤0.01% 490

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Steigerwald Gordon & Koch's PAVE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 273 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Steigerwald Gordon & Koch 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.

  • Steigerwald Gordon & Koch held 273 shares of Global X US Infrastructure Development ETF worth $16.1K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's portfolio in Q2 2026, its #469 holding.
  • Steigerwald Gordon & Koch 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.