WWM
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Western Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Western Wealth 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 		$3.37M Buy
57,134
+4,134
+8% +$232K 0.11% 194
2026
Q1 		$2.69M Buy
53,000
+13,844
+35% +$721K 0.1% 219
2025
Q4 		$1.87M Buy
39,156
+3,536
+10% +$170K 0.09% 225
2025
Q3 		$1.7M Sell
35,620
-2,730
-7% -$126K 0.09% 214
2025
Q2 		$1.67M Sell
38,350
-10,986
-22% -$439K 0.1% 197
2025
Q1 		$1.86M Sell
49,336
-1,252
-2% -$50.7K 0.12% 166
2024
Q4 		$2.04M Sell
50,588
-9,054
-15% -$388K 0.11% 190
2024
Q3 		$2.45M Buy
59,642
+515
+0.9% +$19.8K 0.14% 149
2024
Q2 		$2.19M Sell
59,127
-10,237
-15% -$392K 0.16% 125
2024
Q1 		$2.76M Buy
69,364
+2,108
+3% +$76.3K 0.21% 94
2023
Q4 		$2.32M Sell
67,256
-1,860
-3% -$57.9K 0.17% 131
2023
Q3 		$2.1M Buy
69,116
+22,874
+49% +$722K 0.18% 119
2023
Q2 		$1.45M Buy
46,242
+2,773
+6% +$78.7K 0.12% 173
2023
Q1 		$1.23M Buy
43,469
+2,657
+7% +$75.3K 0.11% 192
2022
Q4 		$1.08M Sell
40,812
-33,603
-45% -$880K 0.11% 205
2022
Q3 		$1.71M Sell
74,415
-8,411
-10% -$211K 0.1% 209
2022
Q2 		$1.89M Buy
82,826
+1,439
+2% +$36.8K 0.11% 191
2022
Q1 		$2.3M Buy
81,387
+36,889
+83% +$1M 0.11% 185
2021
Q4 		$1.28M Buy
+44,498
New +$1.24M 0.13% 164
2021
Q2 		$1.85M Buy
71,849
+29,146
+68% +$758K 0.19% 122
2021
Q1 		$1.07M Buy
+42,703
New +$983K 0.14% 150

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

Western Wealth Management's PAVE Position: Q2 2026 in Review

Western Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 7.8% in Q2 2026, buying an estimated $232K and bringing the position to 57,134 shares worth $3.37M. The position accounts for 0.11% of the portfolio, ranked #194.

Western Wealth Management first reported a position in PAVE in Q1 2021 and has held it in 21 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Western Wealth Management held 57,134 shares of Global X US Infrastructure Development ETF worth $3.37M as of Q2 2026.
  • Western Wealth Management bought 4,134 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $232K.
  • Global X US Infrastructure Development ETF made up 0.11% of Western Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Western Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 21 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.