Cornerstone Planning Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cornerstone Planning 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 Q2	$11.7K	Sell	206 -28	-12%	-$1.57K	﹤0.01%	843
2026 Q1	$13.4K	Buy	+234	New	+$12.2K	﹤0.01%	815
2025 Q4	–	Sell	-3,026	Closed	-$145K	–	1812
2025 Q3	$145K	Hold	3,026	–	–	0.02%	169
2025 Q2	$138K	Sell	3,026 -933	-24%	-$37.3K	0.03%	111
2025 Q1	$146K	Sell	3,959 -577	-13%	-$23.4K	0.03%	109
2024 Q4	$191K	Buy	4,536 +15	+0.3%	+$643	0.05%	73
2024 Q3	$188K	Hold	4,521	–	–	0.05%	72
2024 Q2	$165K	Buy	4,521 +10	+0.2%	+$383	0.05%	88
2024 Q1	$173K	Hold	4,511	–	–	0.05%	83
2023 Q4	$155K	Sell	4,511 -366	-8%	-$11.4K	0.05%	92
2023 Q3	$148K	Buy	4,877 +4,464	+1,081%	+$141K	0.06%	91
2023 Q2	$13K	Buy	+413	New	+$11.7K	0.01%	556
2022 Q4	$165K	Buy	+6,078	New	+$159K	0.07%	112

Other funds holding PAVE

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

MIH

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cornerstone Planning Group's PAVE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 12% in Q2 2026, selling an estimated $1.57K and leaving 206 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Cornerstone Planning Group first reported a position in PAVE in Q4 2022 and has held it in 13 quarters since. The position peaked at $191K in Q4 2024. 541 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Cornerstone Planning Group held 206 shares of Global X US Infrastructure Development ETF worth $11.7K as of Q2 2026.
Cornerstone Planning Group sold 28 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $1.57K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #843 holding.
Cornerstone Planning Group first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Global X US Infrastructure Development ETF position peaked at $191K in Q4 2024.
541 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.