Deane Retirement Strategies’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Deane Retirement Strategies’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	–	Sell	-99,448	Closed	-$5.05M	–	68
2026 Q1	$5.05M	Buy	+99,448	New	+$5.18M	2.03%	23
2025 Q4	–	Sell	-194,181	Closed	-$9.25M	–	79
2025 Q3	$9.25M	Buy	+194,181	New	+$8.94M	3.98%	7
2024 Q3	–	Sell	-94,935	Closed	-$3.49M	–	85
2024 Q2	$3.49M	Buy	+94,935	New	+$3.63M	1.79%	23

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Deane Retirement Strategies's PAVE Position: Q2 2026 in Review

Deane Retirement Strategies sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 99,448 shares — an estimated $5.05M sold.

Deane Retirement Strategies first reported a position in PAVE in Q2 2024 and held it in 3 quarters. The position peaked at $9.25M in Q3 2025. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Deane Retirement Strategies reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Deane Retirement Strategies sold 99,448 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $5.05M.
Deane Retirement Strategies first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and held it in 3 quarters.
Deane Retirement Strategies's Global X US Infrastructure Development ETF position peaked at $9.25M in Q3 2025.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.