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

Wealthspan 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 		$479K Buy
8,138
+160
+2% +$8.98K 0.15% 84
2026
Q1 		$405K Buy
7,978
+194
+2% +$10.1K 0.14% 86
2025
Q4 		$372K Hold
7,784
– – 0.14% 87
2025
Q3 		$371K Hold
7,784
– – 0.14% 87
2025
Q2 		$339K Hold
7,784
– – 0.14% 89
2025
Q1 		$294K Sell
7,784
-677
-8% -$27.4K 0.14% 93
2024
Q4 		$342K Hold
8,461
– – 0.16% 83
2024
Q3 		$348K Hold
8,461
– – 0.17% 82
2024
Q2 		$313K Hold
8,461
– – 0.17% 78
2024
Q1 		$337K Hold
8,461
– – 0.2% 73
2023
Q4 		$292K Sell
8,461
-852
-9% -$26.5K 0.2% 71
2023
Q3 		$283K Sell
9,313
-523
-5% -$16.5K 0.22% 67
2023
Q2 		$309K Sell
9,836
-687
-7% -$19.5K 0.24% 64
2023
Q1 		$298K Sell
10,523
-2,382
-18% -$67.5K 0.25% 62
2022
Q4 		$342K Hold
12,905
– – 0.31% 54
2022
Q3 		$298K Hold
12,905
– – 0.31% 54
2022
Q2 		$294K Buy
12,905
+1,266
+11% +$32.4K 0.3% 53
2022
Q1 		$329K Buy
11,639
+296
+3% +$8.04K 0.3% 56
2021
Q4 		$327K Buy
+11,343
New +$315K 0.29% 54

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealthspan Partners's PAVE Position: Q2 2026 in Review

Wealthspan Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 2% in Q2 2026, buying an estimated $8.98K and bringing the position to 8,138 shares worth $479K. The position accounts for 0.15% of the portfolio, ranked #84.

Wealthspan Partners first reported a position in PAVE in Q4 2021 and has held it in 19 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Wealthspan Partners held 8,138 shares of Global X US Infrastructure Development ETF worth $479K as of Q2 2026.
  • Wealthspan Partners bought 160 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $8.98K.
  • Global X US Infrastructure Development ETF made up 0.15% of Wealthspan Partners's portfolio in Q2 2026, its #84 holding.
  • Wealthspan Partners first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and has held it in 19 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.