Diversify Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Diversify Advisory Services’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	$2.94M	Buy	+51,086	New	+$2.87M	0.05%	301
2026 Q1	–	Sell	-49,678	Closed	-$2.56M	–	658
2025 Q4	$2.56M	Buy	49,678 +4,987	+11%	+$239K	0.08%	189
2025 Q3	$2.15M	Buy	44,691 +15,644	+54%	+$720K	0.07%	204
2025 Q2	$1.35M	Buy	29,047 +1,806	+7%	+$72.2K	0.05%	258
2025 Q1	$1.04M	Buy	27,241 +1,081	+4%	+$43.8K	0.06%	212
2024 Q4	$1.05M	Buy	26,160 +380	+1%	+$16.3K	0.06%	223
2024 Q3	$1.08M	Sell	25,780 -903	-3%	-$34.7K	0.06%	244
2024 Q2	$971K	Buy	26,683 +881	+3%	+$33.7K	0.05%	249
2024 Q1	$1.02M	Buy	+25,802	New	+$934K	0.06%	247

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

Diversify Advisory Services's PAVE Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 51,086 shares worth $2.94M. The stake represents 0.05% of the portfolio and ranks #301 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PAVE as recently as Q4 2025.

Diversify Advisory Services first reported a position in PAVE in Q1 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Diversify Advisory Services held 51,086 shares of Global X US Infrastructure Development ETF worth $2.94M as of Q2 2026.
Global X US Infrastructure Development ETF was a new Diversify Advisory Services position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #301 holding.
Diversify Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 9 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.