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

WJ 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
2025 Q2	–	Sell	-12,600	Closed	-$475K	–	105
2025 Q1	$475K	Hold	12,600	–	–	0.17%	62
2024 Q4	$509K	Hold	12,600	–	–	0.18%	56
2024 Q3	$519K	Hold	12,600	–	–	0.18%	54
2024 Q2	$466K	Buy	+12,600	New	+$482K	0.17%	58

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WJ Wealth Management's PAVE Position: Q2 2025 in Review

WJ Wealth Management sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2025, closing a stake of 12,600 shares — an estimated $475K sold.

WJ Wealth Management first reported a position in PAVE in Q2 2024 and held it in 4 quarters. The position peaked at $519K in Q3 2024. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

WJ Wealth Management reported no remaining Global X US Infrastructure Development ETF position as of Q2 2025 after selling out during the quarter.
WJ Wealth Management sold 12,600 Global X US Infrastructure Development ETF shares in Q2 2025, an estimated $475K.
WJ Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and held it in 4 quarters.
WJ Wealth Management's Global X US Infrastructure Development ETF position peaked at $519K in Q3 2024.
606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on WJ Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.