Dynamic Advisor Solutions
PAVE icon

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
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Teamwork Financial Advisors
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
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
New England Private Wealth Advisors
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
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)
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. 137 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.
  • 137 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.