Cascade Financial Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cascade Financial Partners’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	$9.85M	Buy	167,112 +10,360	+7%	+$582K	0.86%	22
2026 Q1	$7.96M	Buy	156,752 +4,306	+3%	+$224K	0.82%	25
2025 Q4	$7.29M	Buy	152,446 +18,133	+14%	+$870K	0.74%	25
2025 Q3	$6.4M	Buy	134,313 +7,984	+6%	+$367K	0.73%	26
2025 Q2	$5.51M	Buy	126,329 +8,008	+7%	+$320K	0.66%	30
2025 Q1	$4.46M	Buy	118,321 +88,506	+297%	+$3.59M	0.56%	34
2024 Q4	$1.2M	Buy	29,815 +262	+0.9%	+$11.2K	0.16%	90
2024 Q3	$1.23M	Buy	29,553 +1,950	+7%	+$75K	0.15%	89
2024 Q2	$1.02M	Buy	27,603 +353	+1%	+$13.5K	0.13%	97
2024 Q1	$1.05M	Buy	+27,250	New	+$986K	0.15%	97

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

Cascade Financial Partners's PAVE Position: Q2 2026 in Review

Cascade Financial Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 6.6% in Q2 2026, buying an estimated $582K and bringing the position to 167,112 shares worth $9.85M. The position accounts for 0.86% of the portfolio, ranked #22.

Cascade Financial Partners first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Cascade Financial Partners held 167,112 shares of Global X US Infrastructure Development ETF worth $9.85M as of Q2 2026.
Cascade Financial Partners bought 10,360 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $582K.
Global X US Infrastructure Development ETF made up 0.86% of Cascade Financial Partners's portfolio in Q2 2026, its #22 holding.
Cascade Financial Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

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