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Cooper Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cooper Financial Group’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
Q3 		$31.1M Buy
591,786
+15,398
+3% +$860K 2.47% 8
2026
Q2 		$34M Buy
576,388
+24,981
+5% +$1.4M 2.82% 6
2026
Q1 		$28M Buy
551,407
+18,114
+3% +$943K 2.83% 6
2025
Q4 		$25.5M Sell
533,293
-8,427
-2% -$404K 2.71% 8
2025
Q3 		$25.8M Buy
541,720
+1,152
+0.2% +$53K 2.86% 7
2025
Q2 		$23.6M Sell
540,568
-7,808
-1% -$312K 2.77% 8
2025
Q1 		$20.7M Buy
548,376
+49,659
+10% +$2.01M 2.73% 8
2024
Q4 		$20.2M Buy
498,717
+25,679
+5% +$1.1M 2.43% 10
2024
Q3 		$19.5M Buy
473,038
+34,702
+8% +$1.33M 2.53% 9
2024
Q2 		$16.2M Buy
438,336
+56,625
+15% +$2.17M 2.39% 11
2024
Q1 		$15.2M Buy
381,711
+39,678
+12% +$1.44M 2.5% 10
2023
Q4 		$11.8M Buy
+342,033
New +$10.6M 2.14% 11
2022
Q2 		– Sell
-9,724
Closed -$275K – 276
2022
Q1 		$275K Sell
9,724
-1,993
-17% -$54.2K 0.1% 190
2021
Q4 		$337K Hold
11,717
– – 0.13% 156
2021
Q3 		$298K Buy
11,717
+460
+4% +$12.1K 0.06% 192
2021
Q2 		$290K Buy
+11,257
New +$293K 0.06% 194

Other funds holding PAVE

MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return

Cooper Financial Group's PAVE Position: Q3 2026 in Review

Cooper Financial Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 2.7% in Q3 2026, buying an estimated $860K and bringing the position to 591,786 shares worth $31.1M. The position accounts for 2.47% of the portfolio, ranked #8.

Cooper Financial Group first reported a position in PAVE in Q2 2021 and has held it in 16 quarters since. The position peaked at $34M in Q2 2026. 86 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • Cooper Financial Group held 591,786 shares of Global X US Infrastructure Development ETF worth $31.1M as of Q3 2026.
  • Cooper Financial Group bought 15,398 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $860K.
  • Global X US Infrastructure Development ETF made up 2.47% of Cooper Financial Group's portfolio in Q3 2026, its #8 holding.
  • Cooper Financial Group first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 16 quarters since.
  • Cooper Financial Group's Global X US Infrastructure Development ETF position peaked at $34M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.