Garton & Associates Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Garton & Associates Financial 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	–	Sell	-4,443	Closed	-$226K	–	54
2026 Q1	$226K	Sell	4,443 -1,067	-19%	-$55.6K	0.18%	103
2025 Q4	$263K	Buy	+5,510	New	+$264K	0.15%	97

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

Garton & Associates Financial Advisors's PAVE Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 4,443 shares — an estimated $226K sold.

Garton & Associates Financial Advisors first reported a position in PAVE in Q4 2025 and held it in 2 quarters. The position peaked at $263K in Q4 2025. 818 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Garton & Associates Financial Advisors reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 4,443 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $226K.
Garton & Associates Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and held it in 2 quarters.
Garton & Associates Financial Advisors's Global X US Infrastructure Development ETF position peaked at $263K in Q4 2025.
818 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.