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

Valley Wealth Managers’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	$1.62M	Sell	31,813 -5,037	-14%	-$262K	0.1%	121
2025 Q4	$1.76M	Buy	+36,850	New	+$1.77M	0.11%	121

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 $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.8B AUM 14.71% 1-Year Est. Return

Valley Wealth Managers's PAVE Position: Q1 2026 in Review

Valley Wealth Managers reduced its Global X US Infrastructure Development ETF (PAVE) stake by 14% in Q1 2026, selling an estimated $262K and leaving 31,813 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #121.

Valley Wealth Managers first reported a position in PAVE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.76M in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Valley Wealth Managers held 31,813 shares of Global X US Infrastructure Development ETF worth $1.62M as of Q1 2026.
Valley Wealth Managers sold 5,037 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $262K.
Global X US Infrastructure Development ETF made up 0.1% of Valley Wealth Managers's portfolio in Q1 2026, its #121 holding.
Valley Wealth Managers first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 2 quarters since.
Valley Wealth Managers's Global X US Infrastructure Development ETF position peaked at $1.76M in Q4 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.