Global Financial Private Client’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Global Financial Private Client’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	$442K	Hold	7,500	–	–	0.12%	178
2026 Q1	$381K	Hold	7,500	–	–	0.12%	179
2025 Q4	$358K	Hold	7,500	–	–	0.13%	175
2025 Q3	$357K	Hold	7,500	–	–	0.13%	173
2025 Q2	$327K	Hold	7,500	–	–	0.12%	174
2025 Q1	$283K	Hold	7,500	–	–	0.11%	178
2024 Q4	$303K	Hold	7,500	–	–	0.11%	168
2024 Q3	$309K	Buy	+7,500	New	+$288K	0.12%	162

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

Global Financial Private Client's PAVE Position: Q2 2026 in Review

Global Financial Private Client held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 7,500 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #178.

Global Financial Private Client first reported a position in PAVE in Q3 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Global Financial Private Client held 7,500 shares of Global X US Infrastructure Development ETF worth $442K as of Q2 2026.
Global Financial Private Client left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #178 holding.
Global Financial Private Client first reported a position in Global X US Infrastructure Development ETF in Q3 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.