Allodium Investment Consultants’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Allodium Investment Consultants’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	$1.61M	Sell	27,337 -165	-0.6%	-$9.26K	0.68%	29
2026 Q1	$1.4M	Buy	27,502 +385	+1%	+$20.1K	0.67%	29
2025 Q4	$1.3M	Buy	27,117 +1,746	+7%	+$83.7K	0.66%	29
2025 Q3	$1.21M	Sell	25,371 -1,056	-4%	-$48.6K	0.68%	28
2025 Q2	$1.15M	Sell	26,427 -1,267	-5%	-$50.7K	0.73%	28
2025 Q1	$1.04M	Buy	27,694 +5,761	+26%	+$233K	0.77%	25
2024 Q4	$886K	Buy	+21,933	New	+$940K	0.74%	27

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allodium Investment Consultants's PAVE Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.6% in Q2 2026, selling an estimated $9.26K and leaving 27,337 shares worth $1.61M. The position accounts for 0.68% of the portfolio, ranked #29.

Allodium Investment Consultants first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Allodium Investment Consultants held 27,337 shares of Global X US Infrastructure Development ETF worth $1.61M as of Q2 2026.
Allodium Investment Consultants sold 165 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $9.26K.
Global X US Infrastructure Development ETF made up 0.68% of Allodium Investment Consultants's portfolio in Q2 2026, its #29 holding.
Allodium Investment Consultants first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.