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 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	0.13%	149
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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

Western Wealth Management's PAVE Position: Q1 2026 in Review

Western Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 35% in Q1 2026, buying an estimated $721K and bringing the position to 53,000 shares worth $2.69M. The position accounts for 0.1% of the portfolio, ranked #219.

Western Wealth Management first reported a position in PAVE in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.76M in Q1 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Western Wealth Management held 53,000 shares of Global X US Infrastructure Development ETF worth $2.69M as of Q1 2026.
Western Wealth Management bought 13,844 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $721K.
Global X US Infrastructure Development ETF made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #219 holding.
Western Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 20 quarters since.
Western Wealth Management's Global X US Infrastructure Development ETF position peaked at $2.76M in Q1 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.