Creative Planning
PAVE icon

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

Creative 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 		$5.4M Sell
91,673
-4,755
-5% -$267K ﹤0.01% 1352
2026
Q1 		$4.9M Buy
96,428
+23,459
+32% +$1.22M ﹤0.01% 1216
2025
Q4 		$3.49M Sell
72,969
-137
-0.2% -$6.57K ﹤0.01% 1264
2025
Q3 		$3.48M Buy
73,106
+10,273
+16% +$473K ﹤0.01% 1101
2025
Q2 		$2.74M Sell
62,833
-6,854
-10% -$274K ﹤0.01% 1095
2025
Q1 		$2.63M Buy
69,687
+7,097
+11% +$288K ﹤0.01% 1009
2024
Q4 		$2.53M Buy
62,590
+19,881
+47% +$852K ﹤0.01% 993
2024
Q3 		$1.76M Buy
42,709
+1,402
+3% +$53.9K ﹤0.01% 1144
2024
Q2 		$1.53M Sell
41,307
-2,778
-6% -$106K ﹤0.01% 1135
2024
Q1 		$1.76M Buy
44,085
+9,685
+28% +$351K ﹤0.01% 1021
2023
Q4 		$1.19M Buy
34,400
+3,466
+11% +$108K ﹤0.01% 1151
2023
Q3 		$940K Buy
30,934
+1,023
+3% +$32.3K ﹤0.01% 1189
2023
Q2 		$940K Sell
29,911
-3,023
-9% -$85.8K ﹤0.01% 1160
2023
Q1 		$934K Buy
32,934
+1,066
+3% +$30.2K ﹤0.01% 1116
2022
Q4 		$844K Buy
31,868
+17,954
+129% +$470K ﹤0.01% 1123
2022
Q3 		$321K Buy
13,914
+1,312
+10% +$32.9K ﹤0.01% 1613
2022
Q2 		$287K Buy
12,602
+10,767
+587% +$276K ﹤0.01% 1642
2022
Q1 		$52K Buy
+1,835
New +$49.9K ﹤0.01% 2058
2021
Q4 		– Sell
-10,402
Closed -$264K – 2182
2021
Q3 		$264K Buy
+10,402
New +$274K ﹤0.01% 1675
2021
Q2 		– Sell
-27,078
Closed -$679K – 2447
2021
Q1 		$679K Buy
+27,078
New +$623K ﹤0.01% 1246

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Creative Planning's PAVE Position: Q2 2026 in Review

Creative Planning reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.9% in Q2 2026, selling an estimated $267K and leaving 91,673 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Creative Planning first reported a position in PAVE in Q1 2021 and has held it in 20 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Creative Planning held 91,673 shares of Global X US Infrastructure Development ETF worth $5.4M as of Q2 2026.
  • Creative Planning sold 4,755 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $267K.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1352 holding.
  • Creative Planning first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 20 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.