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Concurrent Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Concurrent Investment Advisors’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 		$2.88M Buy
48,920
+8,066
+20% +$453K 0.02% 603
2026
Q1 		$2.08M Buy
40,854
+9,171
+29% +$478K 0.02% 602
2025
Q4 		$1.51M Buy
31,683
+12,172
+62% +$584K 0.02% 670
2025
Q3 		$929K Buy
19,511
+2,196
+13% +$101K 0.02% 676
2025
Q2 		$755K Sell
17,315
-5,111
-23% -$204K 0.01% 689
2025
Q1 		$846K Buy
22,426
+2,202
+11% +$89.2K 0.02% 595
2024
Q4 		$817K Buy
20,224
+6,492
+47% +$278K 0.02% 538
2024
Q3 		$565K Buy
13,732
+1,171
+9% +$45K 0.02% 591
2024
Q2 		$465K Sell
12,561
-189
-1% -$7.23K 0.02% 610
2024
Q1 		$508K Sell
12,750
-2
-0% -$72 0.02% 544
2023
Q4 		$439K Buy
+12,752
New +$397K 0.02% 521

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Concurrent Investment Advisors's PAVE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 20% in Q2 2026, buying an estimated $453K and bringing the position to 48,920 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #603.

Concurrent Investment Advisors first reported a position in PAVE in Q4 2023 and has held it in 11 quarters since. 307 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Concurrent Investment Advisors held 48,920 shares of Global X US Infrastructure Development ETF worth $2.88M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,066 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $453K.
  • Global X US Infrastructure Development ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #603 holding.
  • Concurrent Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 11 quarters since.
  • 307 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.