TWM
PAVE icon

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

Tradition 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 		$593K Buy
11,677
+153
+1% +$7.97K 0.04% 262
2025
Q4 		$551K Hold
11,524
– – 0.04% 276
2025
Q3 		$549K Buy
11,524
+5
+0% +$230 0.04% 269
2025
Q2 		$502K Hold
11,519
– – 0.04% 266
2025
Q1 		$435K Buy
11,519
+6
+0.1% +$243 0.04% 274
2024
Q4 		$465K Hold
11,513
– – 0.04% 261
2024
Q3 		$474K Buy
11,513
+5
+0% +$192 0.04% 249
2024
Q2 		$426K Hold
11,508
– – 0.04% 257
2024
Q1 		$458K Buy
11,508
+9
+0.1% +$326 0.05% 232
2023
Q4 		$396K Hold
11,499
– – 0.04% 231
2023
Q3 		$349K Buy
11,499
+4
+0% +$126 0.04% 227
2023
Q2 		$361K Hold
11,495
– – 0.04% 223
2023
Q1 		$326K Buy
11,495
+8
+0.1% +$227 0.04% 229
2022
Q4 		$304K Hold
11,487
– – 0.04% 219
2022
Q3 		$265K Sell
11,487
-1,393
-11% -$35K 0.04% 225
2022
Q2 		$293K Sell
12,880
-400
-3% -$10.2K 0.04% 218
2022
Q1 		$376K Buy
13,280
+18
+0.1% +$489 0.05% 221
2021
Q4 		$382K Buy
13,262
+300
+2% +$8.34K 0.05% 212
2021
Q3 		$329K Buy
12,962
+1,203
+10% +$31.7K 0.05% 214
2021
Q2 		$303K Buy
11,759
+3,100
+36% +$80.6K 0.05% 231
2021
Q1 		$217K Buy
8,659
+7,052
+439% +$162K 0.04% 242
2020
Q4 		$34K Buy
+1,607
New +$31.2K 0.01% 483

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Tradition Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 1.3% in Q1 2026, buying an estimated $7.97K and bringing the position to 11,677 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #262.

Tradition Wealth Management first reported a position in PAVE in Q4 2020 and has held it in 22 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Tradition Wealth Management held 11,677 shares of Global X US Infrastructure Development ETF worth $593K as of Q1 2026.
  • Tradition Wealth Management bought 153 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $7.97K.
  • Global X US Infrastructure Development ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Tradition Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 22 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.