BFC Planning, Inc.’s Global X US Infrastructure Development ETF PAVE Stock Holding History

BFC Planning, Inc.’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	$336K	Sell	5,706 -845	-13%	-$47.4K	0.01%	754
2026 Q1	$333K	Buy	6,551 +547	+9%	+$28.5K	0.01%	693
2025 Q4	$287K	Hold	6,004	–	–	0.01%	734
2025 Q3	$286K	Buy	6,004 +4	+0.1%	+$184	0.02%	546
2025 Q2	$261K	Hold	6,000	–	–	0.02%	529
2025 Q1	$226K	Buy	6,000 +6	+0.1%	+$243	0.02%	563
2024 Q4	$242K	Buy	+5,994	New	+$257K	0.02%	545

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

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

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

BFC Planning, Inc.'s PAVE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X US Infrastructure Development ETF (PAVE) stake by 13% in Q2 2026, selling an estimated $47.4K and leaving 5,706 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #754.

BFC Planning, Inc. first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

BFC Planning, Inc. held 5,706 shares of Global X US Infrastructure Development ETF worth $336K as of Q2 2026.
BFC Planning, Inc. sold 845 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $47.4K.
Global X US Infrastructure Development ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #754 holding.
BFC Planning, Inc. first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
824 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.