Comprehensive Financial Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Comprehensive Financial Planning’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	$20.5K	Buy	348 +19	+6%	+$1.07K	0.01%	243
2026 Q1	$16.7K	Sell	329 -86	-21%	-$4.48K	0.01%	231
2025 Q4	$19.9K	Sell	415 -47	-10%	-$2.25K	0.01%	216
2025 Q3	$22K	Buy	462 +3	+0.7%	+$138	0.02%	206
2025 Q2	$20K	Sell	459 -1	-0.2%	-$40	0.02%	197
2025 Q1	$17.4K	Sell	460 -22	-5%	-$892	0.02%	186
2024 Q4	$19.5K	Buy	+482	New	+$20.7K	0.02%	206

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

Comprehensive Financial Planning's PAVE Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.8% in Q2 2026, buying an estimated $1.07K and bringing the position to 348 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #243.

Comprehensive Financial Planning first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $22K in Q3 2025. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Comprehensive Financial Planning held 348 shares of Global X US Infrastructure Development ETF worth $20.5K as of Q2 2026.
Comprehensive Financial Planning bought 19 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $1.07K.
Global X US Infrastructure Development ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #243 holding.
Comprehensive Financial Planning first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Global X US Infrastructure Development ETF position peaked at $22K in Q3 2025.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.