CX Institutional
PAVE icon

CX Institutional’s Global X US Infrastructure Development ETF PAVE Stock Holding History

CX Institutional’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 		$8.65M Buy
164,816
+6,098
+4% +$341K 0.23% 102
2026
Q2 		$9.35M Sell
158,718
-3,487
-2% -$196K 0.27% 86
2026
Q1 		$8.24M Sell
162,205
-89,329
-36% -$4.65M 0.25% 92
2025
Q4 		$12M Buy
251,534
+2,275
+0.9% +$109K 0.36% 58
2025
Q3 		$11.9M Buy
249,259
+5,470
+2% +$252K 0.36% 57
2025
Q2 		$10.6M Sell
243,789
-218,104
-47% -$8.73M 0.37% 51
2025
Q1 		$17.4M Buy
461,893
+335,530
+266% +$13.6M 0.66% 37
2024
Q4 		$5.11M Buy
126,363
+8,782
+7% +$376K 0.2% 124
2024
Q3 		$4.84M Buy
117,581
+640
+0.5% +$24.6K 0.21% 129
2024
Q2 		$4.33M Sell
116,941
-1,323
-1% -$50.6K 0.2% 124
2024
Q1 		$4.71M Sell
118,264
-1,483
-1% -$53.7K 0.23% 107
2023
Q4 		$4.13M Buy
119,747
+1,481
+1% +$46.1K 0.22% 121
2023
Q3 		$3.59M Sell
118,266
-6,286
-5% -$198K 0.2% 130
2023
Q2 		$3.91M Sell
124,552
-5,492
-4% -$156K 0.2% 149
2023
Q1 		$3.68M Buy
130,044
+74,809
+135% +$2.12M 0.2% 157
2022
Q4 		$1.46M Sell
55,235
-4,824
-8% -$126K 0.09% 224
2022
Q3 		$1.38M Sell
60,059
-2,132
-3% -$53.5K 0.1% 223
2022
Q2 		$1.42M Buy
62,191
+3,165
+5% +$81K 0.11% 214
2022
Q1 		$1.67M Buy
59,026
+4,360
+8% +$118K 0.13% 175
2021
Q4 		$1.57M Buy
54,666
+19,966
+58% +$555K 0.13% 168
2021
Q3 		$882K Buy
34,700
+2,334
+7% +$61.5K 0.07% 217
2021
Q2 		$833K Sell
32,366
-17,731
-35% -$461K 0.07% 212
2021
Q1 		$1.26M Buy
50,097
+1,984
+4% +$45.6K 0.11% 182
2020
Q4 		$1.02M Buy
48,113
+19,169
+66% +$372K 0.1% 189
2020
Q3 		$488K Buy
28,944
+2,000
+7% +$32.9K 0.05% 203
2020
Q2 		$411K Buy
26,944
+5,178
+24% +$72.3K 0.05% 212
2020
Q1 		$268K Buy
21,766
+11,511
+112% +$182K 0.04% 212
2019
Q4 		$183K Sell
10,255
-466
-4% -$7.93K 0.03% 200
2019
Q3 		$173K Sell
10,721
-109
-1% -$1.73K 0.03% 223
2019
Q2 		$177K Buy
10,830
+3,067
+40% +$48.8K 0.03% 231
2019
Q1 		$122K Buy
7,763
+4,425
+133% +$67.1K 0.02% 258
2018
Q4 		$45K Buy
3,338
+258
+8% +$3.92K 0.01% 263
2018
Q3 		$53K Buy
3,080
+1,857
+152% +$31.6K 0.02% 183
2018
Q2 		$20K Buy
+1,223
New +$20K 0.01% 191

Other funds holding PAVE

Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Valley Wealth Managers
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
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

CX Institutional's PAVE Position: Q3 2026 in Review

CX Institutional increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.8% in Q3 2026, buying an estimated $341K and bringing the position to 164,816 shares worth $8.65M. The position accounts for 0.23% of the portfolio, ranked #102.

CX Institutional first reported a position in PAVE in Q2 2018 and has held it in 34 quarters since. The position peaked at $17.4M in Q1 2025. 136 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • CX Institutional held 164,816 shares of Global X US Infrastructure Development ETF worth $8.65M as of Q3 2026.
  • CX Institutional bought 6,098 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $341K.
  • Global X US Infrastructure Development ETF made up 0.23% of CX Institutional's portfolio in Q3 2026, its #102 holding.
  • CX Institutional first reported a position in Global X US Infrastructure Development ETF in Q2 2018 and has held it in 34 quarters since.
  • CX Institutional's Global X US Infrastructure Development ETF position peaked at $17.4M in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.