Compass Financial Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Compass Financial 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	$27.7K	Buy	+472	New	+$26.5K	﹤0.01%	820

Other funds holding PAVE

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Compass Financial Management's PAVE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 472 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

788 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Compass Financial Management held 472 shares of Global X US Infrastructure Development ETF worth $27.7K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Compass Financial Management position in Q2 2026.
Global X US Infrastructure Development ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #820 holding.
788 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.