Cardinal Point Capital Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cardinal Point Capital Management’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	$288K	Buy	+4,877	New	+$274K	0.02%	242
2025 Q4	–	Sell	-9,816	Closed	-$462K	–	279
2025 Q3	$462K	Buy	+9,816	New	+$452K	0.03%	160

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cardinal Point Capital Management's PAVE Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 4,877 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Cardinal Point Capital Management previously reported a position in PAVE as recently as Q3 2025.

Cardinal Point Capital Management first reported a position in PAVE in Q3 2025 and has held it in 2 quarters since. The position peaked at $462K in Q3 2025. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Cardinal Point Capital Management held 4,877 shares of Global X US Infrastructure Development ETF worth $288K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Cardinal Point Capital Management position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #242 holding.
Cardinal Point Capital Management first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 2 quarters since.
Cardinal Point Capital Management's Global X US Infrastructure Development ETF position peaked at $462K in Q3 2025.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.