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

Fortem 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	$4.89M	Buy	82,975 +188	+0.2%	+$10.6K	1%	30
2026 Q1	$4.21M	Sell	82,787 -36,458	-31%	-$1.9M	1.06%	27
2025 Q4	$5.7M	Sell	119,245 -468	-0.4%	-$22.4K	1.52%	18
2025 Q3	$5.7M	Buy	119,713 +2,783	+2%	+$128K	1.64%	15
2025 Q2	$5.1M	Buy	116,930 +44,787	+62%	+$1.79M	1.64%	16
2025 Q1	$2.72M	Buy	72,143 +38,371	+114%	+$1.56M	1.06%	26
2024 Q4	$1.36M	Buy	33,772 +836	+3%	+$35.8K	0.53%	50
2024 Q3	$1.36M	Buy	+32,936	New	+$1.27M	0.55%	49

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

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

Fortem Financial Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.23% in Q2 2026, buying an estimated $10.6K and bringing the position to 82,975 shares worth $4.89M. The position accounts for 1% of the portfolio, ranked #30.

Fortem Financial Group first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.7M in Q3 2025. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Fortem Financial Group held 82,975 shares of Global X US Infrastructure Development ETF worth $4.89M as of Q2 2026.
Fortem Financial Group bought 188 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $10.6K.
Global X US Infrastructure Development ETF made up 1% of Fortem Financial Group's portfolio in Q2 2026, its #30 holding.
Fortem Financial Group first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
Fortem Financial Group's Global X US Infrastructure Development ETF position peaked at $5.7M in Q3 2025.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.