GA
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GoalVest Advisory’s Global X US Infrastructure Development ETF PAVE Stock Holding History

GoalVest Advisory’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 		$302K Hold
5,130
– – 0.06% 105
2026
Q1 		$261K Buy
5,130
+906
+21% +$47.2K 0.05% 128
2025
Q4 		$202K Buy
+4,224
New +$203K 0.04% 148

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

GoalVest Advisory's PAVE Position: Q2 2026 in Review

GoalVest Advisory held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 5,130 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #105.

GoalVest Advisory first reported a position in PAVE in Q4 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • GoalVest Advisory held 5,130 shares of Global X US Infrastructure Development ETF worth $302K as of Q2 2026.
  • GoalVest Advisory left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
  • Global X US Infrastructure Development ETF made up 0.06% of GoalVest Advisory's portfolio in Q2 2026, its #105 holding.
  • GoalVest Advisory first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.