Ethos Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Ethos Financial Group’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	$201K	Buy	+3,651	New	+$205K	0.01%	580
2025 Q2	–	Sell	-43,997	Closed	-$1.78M	–	511
2025 Q1	$1.78M	Hold	43,997	–	–	0.17%	121
2024 Q4	$1.78M	Buy	43,997 +996	+2%	+$42.7K	0.23%	78
2024 Q3	$1.77M	Buy	+43,001	New	+$1.65M	0.29%	60

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

Ethos Financial Group's PAVE Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 3,651 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in PAVE as recently as Q1 2025.

Ethos Financial Group first reported a position in PAVE in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.78M in Q1 2025. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Ethos Financial Group held 3,651 shares of Global X US Infrastructure Development ETF worth $201K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Ethos Financial Group position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #580 holding.
Ethos Financial Group first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 4 quarters since.
Ethos Financial Group's Global X US Infrastructure Development ETF position peaked at $1.78M in Q1 2025.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.