IMA Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

IMA Advisory Services’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	$114K	Hold	1,943	–	–	0.01%	399
2026 Q1	$98.7K	Hold	1,943	–	–	0.01%	213
2025 Q4	$92.9K	Hold	1,943	–	–	0.01%	216
2025 Q3	$92.5K	Buy	+1,943	New	+$89.4K	0.01%	195
2021 Q2	–	Sell	-100	Closed	-$3K	–	295
2021 Q1	$3K	Buy	+100	New	+$2.3K	﹤0.01%	275

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

IMA Advisory Services's PAVE Position: Q2 2026 in Review

IMA Advisory Services held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 1,943 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #399.

IMA Advisory Services first reported a position in PAVE in Q1 2021 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

IMA Advisory Services held 1,943 shares of Global X US Infrastructure Development ETF worth $114K as of Q2 2026.
IMA Advisory Services left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #399 holding.
IMA Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.