Wealthcare Capital Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Wealthcare Capital 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 Q2	$260K	Sell	4,407 -125	-3%	-$7.02K	0.02%	92
2026 Q1	$230K	Sell	4,532 -120	-3%	-$6.25K	0.02%	89
2025 Q4	$222K	Sell	4,652 -18	-0.4%	-$863	0.02%	85
2025 Q3	$222K	Buy	+4,670	New	+$215K	0.02%	80
2025 Q2	–	Sell	-8,220	Closed	-$310K	–	90
2025 Q1	$310K	Sell	8,220 -230	-3%	-$9.32K	0.03%	68
2024 Q4	$341K	Buy	8,450 +471	+6%	+$20.2K	0.03%	69
2024 Q3	$328K	Buy	+7,979	New	+$307K	0.03%	65

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

Wealthcare Capital Management's PAVE Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 2.8% in Q2 2026, selling an estimated $7.02K and leaving 4,407 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #92.

Wealthcare Capital Management first reported a position in PAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $341K in Q4 2024. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Wealthcare Capital Management held 4,407 shares of Global X US Infrastructure Development ETF worth $260K as of Q2 2026.
Wealthcare Capital Management sold 125 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $7.02K.
Global X US Infrastructure Development ETF made up 0.02% of Wealthcare Capital Management's portfolio in Q2 2026, its #92 holding.
Wealthcare Capital Management first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 7 quarters since.
Wealthcare Capital Management's Global X US Infrastructure Development ETF position peaked at $341K in Q4 2024.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.