DHK Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

DHK Financial Advisors’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
2025 Q2	$437K	Hold	10,000	–	–	0.25%	67
2025 Q1	$377K	Hold	10,000	–	–	0.21%	75
2024 Q4	$405K	Hold	10,000	–	–	0.25%	68
2024 Q3	$412K	Hold	10,000	–	–	0.25%	59
2024 Q2	$371K	Hold	10,000	–	–	0.26%	59
2024 Q1	$398K	Hold	10,000	–	–	0.28%	63
2023 Q4	$345K	Hold	10,000	–	–	0.26%	61
2023 Q3	$306K	Hold	10,000	–	–	0.27%	57
2023 Q2	$315K	Buy	+10,000	New	+$284K	0.27%	56

Other funds holding PAVE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DHK Financial Advisors's PAVE Position: Q2 2025 in Review

DHK Financial Advisors held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2025 at 10,000 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #67.

DHK Financial Advisors first reported a position in PAVE in Q2 2023 and has held it in 9 quarters since. 606 funds tracked by Wall St. Rank hold PAVE as of Q2 2025.

DHK Financial Advisors held 10,000 shares of Global X US Infrastructure Development ETF worth $437K as of Q2 2025.
DHK Financial Advisors left its Global X US Infrastructure Development ETF share count unchanged in Q2 2025.
Global X US Infrastructure Development ETF made up 0.25% of DHK Financial Advisors's portfolio in Q2 2025, its #67 holding.
DHK Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and has held it in 9 quarters since.
606 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.