Independent Advisor Alliance’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Independent Advisor Alliance’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 Q1	$1.31M	Buy	25,817 +20,591	+394%	+$1.07M	0.01%	703
2025 Q4	$250K	Buy	5,226 +108	+2%	+$5.18K	0.01%	859
2025 Q3	$244K	Buy	+5,118	New	+$236K	0.01%	824
2025 Q1	–	Sell	-74,590	Closed	-$3.01M	–	1192
2024 Q4	$3.01M	Buy	74,590 +66,962	+878%	+$2.87M	0.04%	399
2024 Q3	$314K	Buy	7,628 +95	+1%	+$3.65K	0.01%	556
2024 Q2	$279K	Buy	+7,533	New	+$288K	0.01%	587
2021 Q3	–	Sell	-21,000	Closed	-$541K	–	662
2021 Q2	$541K	Hold	21,000	–	–	0.03%	371
2021 Q1	$526K	Buy	+21,000	New	+$483K	0.03%	362

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Independent Advisor Alliance's PAVE Position: Q1 2026 in Review

Independent Advisor Alliance increased its Global X US Infrastructure Development ETF (PAVE) stake by 394% in Q1 2026, buying an estimated $1.07M and bringing the position to 25,817 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #703.

Independent Advisor Alliance first reported a position in PAVE in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.01M in Q4 2024. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Independent Advisor Alliance held 25,817 shares of Global X US Infrastructure Development ETF worth $1.31M as of Q1 2026.
Independent Advisor Alliance bought 20,591 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $1.07M.
Global X US Infrastructure Development ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #703 holding.
Independent Advisor Alliance first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 8 quarters since.
Independent Advisor Alliance's Global X US Infrastructure Development ETF position peaked at $3.01M in Q4 2024.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.