Cyndeo Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Cyndeo Wealth Partners’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	$1.85M	Buy	31,435 +3,663	+13%	+$206K	0.09%	196
2026 Q1	$1.41M	Buy	27,772 +51	+0.2%	+$2.66K	0.07%	203
2025 Q4	$1.32M	Sell	27,721 -221	-0.8%	-$10.6K	0.07%	207
2025 Q3	$1.33M	Sell	27,942 -438	-2%	-$20.2K	0.07%	201
2025 Q2	$1.24M	Sell	28,380 -204	-0.7%	-$8.16K	0.07%	202
2025 Q1	$1.08M	Sell	28,584 -951	-3%	-$38.5K	0.07%	207
2024 Q4	$1.19M	Buy	29,535 +2,890	+11%	+$124K	0.08%	200
2024 Q3	$1.1M	Buy	+26,645	New	+$1.02M	0.08%	208

Other funds holding PAVE

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

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 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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Cyndeo Wealth Partners's PAVE Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 13% in Q2 2026, buying an estimated $206K and bringing the position to 31,435 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #196.

Cyndeo Wealth Partners first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Cyndeo Wealth Partners held 31,435 shares of Global X US Infrastructure Development ETF worth $1.85M as of Q2 2026.
Cyndeo Wealth Partners bought 3,663 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $206K.
Global X US Infrastructure Development ETF made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #196 holding.
Cyndeo Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.