Guardian Wealth Advisors (North Carolina)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-767	Closed	-$39K	–	519
2026 Q1	$39K	Buy	+767	New	+$39.9K	﹤0.01%	454

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

Guardian Wealth Advisors (North Carolina)'s PAVE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 767 shares — an estimated $39K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PAVE in Q1 2026 and held it in 1 quarter. The position peaked at $39K in Q1 2026. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 767 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $39K.
Guardian Wealth Advisors (North Carolina) first reported a position in Global X US Infrastructure Development ETF in Q1 2026 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Global X US Infrastructure Development ETF position peaked at $39K in Q1 2026.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.