Berger Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Berger Financial Group’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	$311K	Buy	6,129 +14	+0.2%	+$729	0.02%	367
2025 Q4	$292K	Buy	6,115 +1,141	+23%	+$54.7K	0.02%	379
2025 Q3	$237K	Buy	4,974 +363	+8%	+$16.7K	0.01%	398
2025 Q2	$201K	Buy	+4,611	New	+$184K	0.01%	410
2025 Q1	–	Sell	-6,645	Closed	-$269K	–	433
2024 Q4	$269K	Sell	6,645 -439	-6%	-$18.8K	0.02%	338
2024 Q3	$292K	Sell	7,084 -2,954	-29%	-$114K	0.02%	312
2024 Q2	$372K	Buy	10,038 +4,641	+86%	+$178K	0.03%	249
2024 Q1	$215K	Buy	+5,397	New	+$195K	0.02%	343

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

Berger Financial Group's PAVE Position: Q1 2026 in Review

Berger Financial Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.23% in Q1 2026, buying an estimated $729 and bringing the position to 6,129 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #367.

Berger Financial Group first reported a position in PAVE in Q1 2024 and has held it in 8 quarters since. The position peaked at $372K in Q2 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Berger Financial Group held 6,129 shares of Global X US Infrastructure Development ETF worth $311K as of Q1 2026.
Berger Financial Group bought 14 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $729.
Global X US Infrastructure Development ETF made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #367 holding.
Berger Financial Group first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 8 quarters since.
Berger Financial Group's Global X US Infrastructure Development ETF position peaked at $372K in Q2 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.