Advisor Resource Council’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Advisor Resource Council’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	$1.53M	Buy	30,084 +1,675	+6%	+$87.2K	0.49%	31
2025 Q4	$1.46M	Buy	+28,409	New	+$1.36M	0.52%	34
2025 Q3	–	Sell	-17,607	Closed	-$767K	–	137
2025 Q2	$767K	Sell	17,607 -72,559	-80%	-$2.9M	0.3%	59
2025 Q1	$2.74M	Buy	+90,166	New	+$3.65M	0.22%	116
2024 Q4	–	Sell	-24,848	Closed	-$1.02M	–	210
2024 Q3	$1.02M	Buy	24,848 +3,433	+16%	+$132K	0.46%	49
2024 Q2	$793	Sell	21,415 -6,679	-24%	-$255K	﹤0.01%	46
2024 Q1	$968K	Sell	28,094 -121,898	-81%	-$4.41M	0.41%	56
2023 Q4	$5.17M	Buy	+149,992	New	+$4.67M	0.6%	41
2023 Q3	–	Sell	-9,031	Closed	-$284K	–	171
2023 Q2	$284K	Sell	9,031 -25,601	-74%	-$727K	0.13%	119
2023 Q1	$946K	Buy	+34,632	New	+$981K	0.24%	110
2022 Q2	–	Sell	-8,558	Closed	-$242K	–	543
2022 Q1	$242K	Sell	8,558 -161,837	-95%	-$4.4M	0.07%	177
2021 Q4	$4.91M	Buy	170,395 +159,062	+1,404%	+$4.42M	0.38%	49
2021 Q3	$288K	Sell	11,333 -76,340	-87%	-$2.01M	0.09%	173
2021 Q2	$2.26M	Buy	+87,673	New	+$2.28M	0.24%	93

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

Advisor Resource Council's PAVE Position: Q1 2026 in Review

Advisor Resource Council increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.9% in Q1 2026, buying an estimated $87.2K and bringing the position to 30,084 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #31.

Advisor Resource Council first reported a position in PAVE in Q2 2021 and has held it in 14 quarters since. The position peaked at $5.17M in Q4 2023. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Advisor Resource Council held 30,084 shares of Global X US Infrastructure Development ETF worth $1.53M as of Q1 2026.
Advisor Resource Council bought 1,675 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $87.2K.
Global X US Infrastructure Development ETF made up 0.49% of Advisor Resource Council's portfolio in Q1 2026, its #31 holding.
Advisor Resource Council first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 14 quarters since.
Advisor Resource Council's Global X US Infrastructure Development ETF position peaked at $5.17M in Q4 2023.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.