Dynamic Advisor Solutions’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Dynamic Advisor Solutions’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	$770K	Sell	14,674 -5,011	-25%	-$280K	0.02%	529
2026 Q2	$1.16M	Buy	19,685 +754	+4%	+$42.3K	0.03%	450
2026 Q1	$962K	Buy	18,931 +619	+3%	+$32.2K	0.03%	475
2025 Q4	$875K	Sell	18,312 -7,499	-29%	-$360K	0.03%	491
2025 Q3	$1.23M	Sell	25,811 -738	-3%	-$34K	0.04%	418
2025 Q2	$1.16M	Buy	26,549 +18,538	+231%	+$742K	0.04%	412
2025 Q1	$302K	Buy	8,011 +429	+6%	+$17.4K	0.01%	704
2024 Q4	$306K	Buy	7,582 +403	+6%	+$17.3K	0.01%	529
2024 Q3	$295K	Buy	7,179 +139	+2%	+$5.34K	0.01%	752
2024 Q2	$261K	Buy	7,040 +447	+7%	+$17.1K	0.01%	812
2024 Q1	$262K	Buy	+6,593	New	+$239K	0.01%	794
2022 Q1	–	Sell	-47,303	Closed	-$1.36M	–	767
2021 Q4	$1.36M	Buy	47,303 +704	+2%	+$19.6K	0.1%	216
2021 Q3	$1.18M	Buy	46,599 +3,728	+9%	+$98.3K	0.09%	256
2021 Q2	$1.1M	Buy	42,871 +24,657	+135%	+$641K	0.09%	262
2021 Q1	$456K	Buy	18,214 +8,636	+90%	+$199K	0.04%	402
2020 Q4	$203K	Buy	+9,578	New	+$186K	0.02%	601

Other funds holding PAVE

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

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 San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

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 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) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Dynamic Advisor Solutions's PAVE Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Global X US Infrastructure Development ETF (PAVE) stake by 25% in Q3 2026, selling an estimated $280K and leaving 14,674 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #529.

Dynamic Advisor Solutions first reported a position in PAVE in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.36M in Q4 2021. 142 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Dynamic Advisor Solutions held 14,674 shares of Global X US Infrastructure Development ETF worth $770K as of Q3 2026.
Dynamic Advisor Solutions sold 5,011 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $280K.
Global X US Infrastructure Development ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #529 holding.
Dynamic Advisor Solutions first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 16 quarters since.
Dynamic Advisor Solutions's Global X US Infrastructure Development ETF position peaked at $1.36M in Q4 2021.
142 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.