WealthShield Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

WealthShield Partners’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	$1.36K	Buy	+23	New	+$1.29K	﹤0.01%	370
2024 Q2	–	Sell	-48	Closed	-$1.92K	–	482
2024 Q1	$1.92K	Sell	48 -1	-2%	-$36	﹤0.01%	465
2023 Q4	$1.7K	Buy	+49	New	+$1.52K	﹤0.01%	466
2022 Q2	–	Sell	-22,942	Closed	-$649K	–	322
2022 Q1	$649K	Sell	22,942 -5,405	-19%	-$147K	0.1%	201
2021 Q4	$816K	Buy	28,347 +5,305	+23%	+$147K	0.14%	154
2021 Q3	$585K	Buy	23,042 +7,383	+47%	+$195K	0.16%	127
2021 Q2	$403K	Buy	+15,659	New	+$407K	0.06%	176

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

WealthShield Partners's PAVE Position: Q2 2026 in Review

WealthShield Partners opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 23 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in PAVE as recently as Q1 2024.

WealthShield Partners first reported a position in PAVE in Q2 2021 and has held it in 7 quarters since. The position peaked at $816K in Q4 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

WealthShield Partners held 23 shares of Global X US Infrastructure Development ETF worth $1.36K as of Q2 2026.
Global X US Infrastructure Development ETF was a new WealthShield Partners position in Q2 2026.
Global X US Infrastructure Development ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #370 holding.
WealthShield Partners first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 7 quarters since.
WealthShield Partners's Global X US Infrastructure Development ETF position peaked at $816K in Q4 2021.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.