Forum Finance Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Forum Finance 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	$31K	Hold	650	–	–	0.01%	256
2026 Q1	$27K	Buy	+650	New	+$33.9K	0.01%	232

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

Forum Finance Group's PAVE Position: Q2 2026 in Review

Forum Finance Group held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 650 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #256.

Forum Finance Group first reported a position in PAVE in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Forum Finance Group held 650 shares of Global X US Infrastructure Development ETF worth $31K as of Q2 2026.
Forum Finance Group left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #256 holding.
Forum Finance Group first reported a position in Global X US Infrastructure Development ETF in Q1 2026 and has held it in 2 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.