IFG
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Independent Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Independent Financial Group’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 		$8.38M Buy
142,152
+13,705
+11% +$769K 0.16% 129
2026
Q1 		$6.53M Buy
128,447
+10,307
+9% +$537K 0.15% 144
2025
Q4 		$5.65M Buy
118,140
+25,401
+27% +$1.22M 0.13% 155
2025
Q3 		$4.42M Buy
92,739
+14,256
+18% +$656K 0.11% 179
2025
Q2 		$3.42M Buy
78,483
+4,651
+6% +$186K 0.09% 210
2025
Q1 		$2.79M Buy
73,832
+12,163
+20% +$493K 0.1% 214
2024
Q4 		$2.49M Buy
61,669
+7,006
+13% +$300K 0.08% 237
2024
Q3 		$2.25M Buy
54,663
+1,380
+3% +$53.1K 0.08% 250
2024
Q2 		$1.97M Buy
53,283
+3,651
+7% +$140K 0.08% 240
2024
Q1 		$1.98M Sell
49,632
-838
-2% -$30.3K 0.09% 224
2023
Q4 		$1.74M Buy
50,470
+1,679
+3% +$52.3K 0.09% 228
2023
Q3 		$1.48M Buy
48,791
+10,870
+29% +$343K 0.1% 233
2023
Q2 		$1.19M Buy
+37,921
New +$1.08M 0.08% 271
2022
Q2 		– Sell
-11,047
Closed -$312K – 790
2022
Q1 		$312K Buy
11,047
+20
+0.2% +$544 0.03% 581
2021
Q4 		$317K Sell
11,027
-250
-2% -$6.95K 0.03% 573
2021
Q3 		$287K Sell
11,277
-375
-3% -$9.88K 0.03% 542
2021
Q2 		$300K Sell
11,652
-2,855
-20% -$74.2K 0.03% 534
2021
Q1 		$364K Sell
14,507
-10,443
-42% -$240K 0.05% 410
2020
Q4 		$529K Buy
+24,950
New +$485K 0.08% 293

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Independent Financial Group's PAVE Position: Q2 2026 in Review

Independent Financial Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 11% in Q2 2026, buying an estimated $769K and bringing the position to 142,152 shares worth $8.38M. The position accounts for 0.16% of the portfolio, ranked #129.

Independent Financial Group first reported a position in PAVE in Q4 2020 and has held it in 19 quarters since. 817 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Independent Financial Group held 142,152 shares of Global X US Infrastructure Development ETF worth $8.38M as of Q2 2026.
  • Independent Financial Group bought 13,705 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $769K.
  • Global X US Infrastructure Development ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #129 holding.
  • Independent Financial Group first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 19 quarters since.
  • 817 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.