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

Waverly 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
Q1 		$9.4K Hold
185
– – ﹤0.01% 1605
2025
Q4 		$8.84K Buy
+185
New +$8.87K ﹤0.01% 1471

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

Waverly Advisors's PAVE Position: Q1 2026 in Review

Waverly Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2026 at 185 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Waverly Advisors first reported a position in PAVE in Q4 2025 and has held it in 2 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Waverly Advisors held 185 shares of Global X US Infrastructure Development ETF worth $9.4K as of Q1 2026.
  • Waverly Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q1 2026.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1605 holding.
  • Waverly Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 2 quarters since.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.