CP
PAVE icon

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

Castleview 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 		$640K Buy
10,858
+585
+6% +$32.8K 0.28% 83
2026
Q1 		$522K Sell
10,273
-1,591
-13% -$82.9K 0.27% 81
2025
Q4 		$567K Sell
11,864
-8,525
-42% -$409K 0.28% 81
2025
Q3 		$971K Buy
20,389
+9,180
+82% +$423K 0.53% 39
2025
Q2 		$488K Buy
11,209
+3,039
+37% +$122K 0.31% 79
2025
Q1 		$308K Buy
8,170
+3,657
+81% +$148K 0.21% 125
2024
Q4 		$182K Sell
4,513
-105
-2% -$4.5K 0.1% 194
2024
Q3 		$190K Sell
4,618
-4,244
-48% -$163K 0.11% 180
2024
Q2 		$328K Buy
8,862
+6,258
+240% +$239K 0.19% 123
2024
Q1 		$104K Buy
+2,604
New +$94.3K 0.06% 252

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Castleview Partners's PAVE Position: Q2 2026 in Review

Castleview Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.7% in Q2 2026, buying an estimated $32.8K and bringing the position to 10,858 shares worth $640K. The position accounts for 0.28% of the portfolio, ranked #83.

Castleview Partners first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. The position peaked at $971K in Q3 2025. 144 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Castleview Partners held 10,858 shares of Global X US Infrastructure Development ETF worth $640K as of Q2 2026.
  • Castleview Partners bought 585 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $32.8K.
  • Global X US Infrastructure Development ETF made up 0.28% of Castleview Partners's portfolio in Q2 2026, its #83 holding.
  • Castleview Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
  • Castleview Partners's Global X US Infrastructure Development ETF position peaked at $971K in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.