BFA
PAVE icon

Beaumont Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Beaumont Financial Advisors’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 		$1.03M Buy
17,549
+600
+4% +$33.7K 0.07% 168
2026
Q1 		$861K Buy
16,949
+180
+1% +$9.37K 0.06% 179
2025
Q4 		$801K Sell
16,769
-274
-2% -$13.1K 0.05% 177
2025
Q3 		$812K Buy
17,043
+11
+0.1% +$506 0.05% 181
2025
Q2 		$742K Sell
17,032
-3,782
-18% -$151K 0.05% 181
2025
Q1 		$785K Buy
20,814
+12
+0.1% +$486 0.06% 174
2024
Q4 		$841K Buy
20,802
+4,069
+24% +$174K 0.06% 167
2024
Q3 		$689K Sell
16,733
-327,498
-95% -$12.6M 0.05% 179
2024
Q2 		$12.7M Sell
344,231
-43,274
-11% -$1.66M 1.02% 30
2024
Q1 		$15.4M Sell
387,505
-10,646
-3% -$385K 1.27% 27
2023
Q4 		$13.7M Sell
398,151
-15,796
-4% -$492K 1.25% 27
2023
Q3 		$12.6M Sell
413,947
-10,554
-2% -$333K 1.26% 23
2023
Q2 		$13.3M Buy
+424,501
New +$12M 1.23% 25
2021
Q3 		– Sell
-311,139
Closed -$8.01M – 379
2021
Q2 		$8.01M Sell
311,139
-7,435
-2% -$193K 0.61% 46
2021
Q1 		$7.98M Buy
+318,574
New +$7.33M 0.68% 44

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beaumont Financial Advisors's PAVE Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.5% in Q2 2026, buying an estimated $33.7K and bringing the position to 17,549 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #168.

Beaumont Financial Advisors first reported a position in PAVE in Q1 2021 and has held it in 15 quarters since. The position peaked at $15.4M in Q1 2024. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Beaumont Financial Advisors held 17,549 shares of Global X US Infrastructure Development ETF worth $1.03M as of Q2 2026.
  • Beaumont Financial Advisors bought 600 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $33.7K.
  • Global X US Infrastructure Development ETF made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • Beaumont Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 15 quarters since.
  • Beaumont Financial Advisors's Global X US Infrastructure Development ETF position peaked at $15.4M in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.