WANY
PAVE icon

Wealthspire Advisors (New York)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Wealthspire Advisors (New York)’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 		$950K Sell
18,706
-8,133
-30% -$424K 0.01% 416
2025
Q4 		$1.28M Buy
26,839
+299
+1% +$14.3K 0.01% 379
2025
Q3 		$1.26M Buy
26,540
+8
+0% +$368 0.01% 344
2025
Q2 		$1.16M Buy
26,532
+3,874
+17% +$155K 0.01% 358
2025
Q1 		$855K Buy
22,658
+47
+0.2% +$1.91K 0.01% 412
2024
Q4 		$914K Buy
22,611
+6
+0% +$257 0.01% 387
2024
Q3 		$930K Buy
22,605
+31
+0.1% +$1.19K 0.01% 384
2024
Q2 		$836K Sell
22,574
-68
-0.3% -$2.6K 0.01% 344
2024
Q1 		$901K Buy
22,642
+1,033
+5% +$37.4K 0.01% 331
2023
Q4 		$745K Hold
21,609
– – 0.01% 359
2023
Q3 		$656K Sell
21,609
-66
-0.3% -$2.08K 0.01% 343
2023
Q2 		$681K Buy
21,675
+300
+1% +$8.52K 0.01% 315
2023
Q1 		$606K Buy
21,375
+71
+0.3% +$2.01K 0.01% 324
2022
Q4 		$564K Hold
21,304
– – 0.01% 352
2022
Q3 		$491K Buy
21,304
+25
+0.1% +$628 0.01% 337
2022
Q2 		$485K Buy
21,279
+22
+0.1% +$563 0.01% 321
2022
Q1 		$601K Buy
+21,257
New +$578K 0.01% 243

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

Wealthspire Advisors (New York)'s PAVE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Global X US Infrastructure Development ETF (PAVE) stake by 30% in Q1 2026, selling an estimated $424K and leaving 18,706 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #416.

Wealthspire Advisors (New York) first reported a position in PAVE in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.28M in Q4 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

  • Wealthspire Advisors (New York) held 18,706 shares of Global X US Infrastructure Development ETF worth $950K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 8,133 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $424K.
  • Global X US Infrastructure Development ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #416 holding.
  • Wealthspire Advisors (New York) first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s Global X US Infrastructure Development ETF position peaked at $1.28M in Q4 2025.
  • 732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.