Elevation Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Elevation Wealth Partners’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	$63.4K	Buy	1,207 +2	+0.2%	+$112	0.02%	315
2026 Q2	$71K	Hold	1,205	–	–	0.02%	232
2026 Q1	$61.2K	Buy	1,205 +8	+0.7%	+$417	0.02%	215
2025 Q4	$57.2K	Hold	1,197	–	–	0.02%	222
2025 Q3	$57K	Buy	1,197 +3	+0.3%	+$138	0.02%	230
2025 Q2	$52K	Buy	+1,194	New	+$47.8K	0.02%	226
2024 Q4	–	Sell	-250	Closed	-$10.3K	–	522
2024 Q3	$10.3K	Buy	+250	New	+$9.61K	﹤0.01%	355

Other funds holding PAVE

CFG

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VWM

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's PAVE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.17% in Q3 2026, buying an estimated $112 and bringing the position to 1,207 shares worth $63.4K. The position accounts for 0.02% of the portfolio, ranked #315.

Elevation Wealth Partners first reported a position in PAVE in Q3 2024 and has held it in 7 quarters since. The position peaked at $71K in Q2 2026. 47 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Elevation Wealth Partners held 1,207 shares of Global X US Infrastructure Development ETF worth $63.4K as of Q3 2026.
Elevation Wealth Partners bought 2 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $112.
Global X US Infrastructure Development ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #315 holding.
Elevation Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 7 quarters since.
Elevation Wealth Partners's Global X US Infrastructure Development ETF position peaked at $71K in Q2 2026.
47 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.