Foundations Investment Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Foundations Investment Advisors’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	$2.29M	Buy	+38,802	New	+$2.18M	0.02%	372
2025 Q4	–	Sell	-9,127	Closed	-$435K	–	1167
2025 Q3	$435K	Sell	9,127 -1,364	-13%	-$62.8K	0.01%	706
2025 Q2	$457K	Buy	+10,491	New	+$420K	0.01%	608
2024 Q2	–	Sell	-23,659	Closed	-$942K	–	786
2024 Q1	$942K	Sell	23,659 -3,696	-14%	-$134K	0.02%	330
2023 Q4	$963K	Buy	+27,355	New	+$852K	0.03%	314

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 22.9% 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

Foundations Investment Advisors's PAVE Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 38,802 shares worth $2.29M. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in PAVE as recently as Q3 2025.

Foundations Investment Advisors first reported a position in PAVE in Q4 2023 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Foundations Investment Advisors held 38,802 shares of Global X US Infrastructure Development ETF worth $2.29M as of Q2 2026.
Global X US Infrastructure Development ETF was a new Foundations Investment Advisors position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #372 holding.
Foundations Investment Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.