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Great Diamond Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Great Diamond Partners’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 		$582K Sell
9,876
-82
-0.8% -$4.6K 0.1% 154
2026
Q1 		$506K Buy
9,958
+756
+8% +$39.4K 0.1% 158
2025
Q4 		$440K Sell
9,202
-117
-1% -$5.61K 0.08% 165
2025
Q3 		$444K Hold
9,319
– – 0.09% 161
2025
Q2 		$406K Sell
9,319
-238
-2% -$9.52K 0.09% 159
2025
Q1 		$361K Buy
9,557
+30
+0.3% +$1.22K 0.1% 130
2024
Q4 		$385K Hold
9,527
– – 0.1% 127
2024
Q3 		$392K Buy
9,527
+107
+1% +$4.11K 0.1% 126
2024
Q2 		$349K Sell
9,420
-112
-1% -$4.28K 0.08% 156
2024
Q1 		$379K Sell
9,532
-1,585
-14% -$57.4K 0.09% 151
2023
Q4 		$383K Buy
11,117
+39
+0.4% +$1.21K 0.09% 151
2023
Q3 		$337K Sell
11,078
-1,087
-9% -$34.3K 0.09% 163
2023
Q2 		$382K Hold
12,165
– – 0.1% 148
2023
Q1 		$345K Buy
12,165
+2,096
+21% +$59.4K 0.1% 151
2022
Q4 		$267K Sell
10,069
-539
-5% -$14.1K 0.08% 173
2022
Q3 		$244K Buy
10,608
+553
+5% +$13.9K 0.08% 180
2022
Q2 		$228K Buy
10,055
+1,125
+13% +$28.8K 0.08% 191
2022
Q1 		$252K Buy
+8,930
New +$243K 0.07% 191

Other funds holding PAVE

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Great Diamond Partners's PAVE Position: Q2 2026 in Review

Great Diamond Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.82% in Q2 2026, selling an estimated $4.6K and leaving 9,876 shares worth $582K. The position accounts for 0.1% of the portfolio, ranked #154.

Great Diamond Partners first reported a position in PAVE in Q1 2022 and has held it in 18 quarters since. 380 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Great Diamond Partners held 9,876 shares of Global X US Infrastructure Development ETF worth $582K as of Q2 2026.
  • Great Diamond Partners sold 82 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $4.6K.
  • Global X US Infrastructure Development ETF made up 0.1% of Great Diamond Partners's portfolio in Q2 2026, its #154 holding.
  • Great Diamond Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 18 quarters since.
  • 380 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.