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Cape Investment Advisory’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cape Investment Advisory’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
Q3 		$35.8K Sell
682
-25
-4% -$1.4K 0.01% 592
2026
Q2 		$41.7K Buy
+707
New +$39.7K 0.01% 546

Other funds holding PAVE

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's PAVE Position: Q3 2026 in Review

Cape Investment Advisory reduced its Global X US Infrastructure Development ETF (PAVE) stake by 3.5% in Q3 2026, selling an estimated $1.4K and leaving 682 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #592.

Cape Investment Advisory first reported a position in PAVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $41.7K in Q2 2026. 57 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • Cape Investment Advisory held 682 shares of Global X US Infrastructure Development ETF worth $35.8K as of Q3 2026.
  • Cape Investment Advisory sold 25 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $1.4K.
  • Global X US Infrastructure Development ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #592 holding.
  • Cape Investment Advisory first reported a position in Global X US Infrastructure Development ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Global X US Infrastructure Development ETF position peaked at $41.7K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.