Brandywine Oak Private Wealth’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Brandywine Oak Private Wealth’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	$401K	Hold	6,812	–	–	0.03%	173
2026 Q1	$346K	Sell	6,812 -675	-9%	-$35.2K	0.03%	181
2025 Q4	$358K	Buy	7,487 +675	+10%	+$32.4K	0.03%	177
2025 Q3	$324K	Hold	6,812	–	–	0.03%	183
2025 Q2	$297K	Hold	6,812	–	–	0.03%	190
2025 Q1	$257K	Hold	6,812	–	–	0.03%	196
2024 Q4	$275K	Hold	6,812	–	–	0.03%	196
2024 Q3	$280K	Hold	6,812	–	–	0.03%	202
2024 Q2	$252K	Hold	6,812	–	–	0.03%	206
2024 Q1	$271K	Hold	6,812	–	–	0.03%	204
2023 Q4	$235K	Hold	6,812	–	–	0.03%	210
2023 Q3	$207K	Hold	6,812	–	–	0.02%	224
2023 Q2	$214K	Buy	+6,812	New	+$193K	0.02%	232
2019 Q1	–	Sell	-4,596	Closed	-$61K	–	500
2018 Q4	$61K	Buy	+4,596	New	+$69.8K	0.01%	337

Other funds holding PAVE

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Brandywine Oak Private Wealth's PAVE Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 6,812 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #173.

Brandywine Oak Private Wealth first reported a position in PAVE in Q4 2018 and has held it in 14 quarters since. 380 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Brandywine Oak Private Wealth held 6,812 shares of Global X US Infrastructure Development ETF worth $401K as of Q2 2026.
Brandywine Oak Private Wealth left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #173 holding.
Brandywine Oak Private Wealth first reported a position in Global X US Infrastructure Development ETF in Q4 2018 and has held it in 14 quarters since.
380 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.