Winch Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Winch Advisory Services’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	$45.2K	Hold	767	–	–	0.01%	201
2026 Q1	$39K	Buy	767 +5	+0.7%	+$260	0.01%	194
2025 Q4	$36.4K	Hold	762	–	–	0.01%	194
2025 Q3	$36.3K	Sell	762 -65	-8%	-$2.99K	0.01%	190
2025 Q2	$36K	Hold	827	–	–	0.01%	184
2025 Q1	$31.2K	Buy	827 +3	+0.4%	+$122	0.01%	188
2024 Q4	$33.3K	Sell	824 -97	-11%	-$4.16K	0.01%	187
2024 Q3	$37.9K	Buy	921 +2	+0.2%	+$77	0.01%	178
2024 Q2	$34K	Hold	919	–	–	0.01%	177
2024 Q1	$36.6K	Sell	919 -115	-11%	-$4.16K	0.01%	171
2023 Q4	$35.6K	Hold	1,034	–	–	0.01%	167
2023 Q3	$31K	Buy	1,034 +2	+0.2%	+$63	0.01%	167
2023 Q2	$32K	Hold	1,032	–	–	0.01%	161
2023 Q1	$29K	Buy	1,032 +5	+0.5%	+$142	0.01%	164
2022 Q4	$27K	Hold	1,027	–	–	0.01%	164
2022 Q3	$24K	Buy	1,027 +4	+0.4%	+$100	0.01%	158
2022 Q2	$23K	Sell	1,023 -1	-0.1%	-$26	0.01%	169
2022 Q1	$29K	Buy	1,024 +3	+0.3%	+$82	0.01%	178
2021 Q4	$29K	Hold	1,021	–	–	0.01%	174
2021 Q3	$26K	Buy	1,021 +266	+35%	+$7.01K	0.01%	187
2021 Q2	$19K	Buy	+755	New	+$19.6K	0.01%	207

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

Winch Advisory Services's PAVE Position: Q2 2026 in Review

Winch Advisory Services held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 767 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #201.

Winch Advisory Services first reported a position in PAVE in Q2 2021 and has held it in 21 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Winch Advisory Services held 767 shares of Global X US Infrastructure Development ETF worth $45.2K as of Q2 2026.
Winch Advisory Services left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #201 holding.
Winch Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 21 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.