IFG
PAVE icon

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
Q3 		$7.77M Buy
147,977
+5,825
+4% +$325K 0.14% 142
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

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's PAVE Position: Q3 2026 in Review

Independent Financial Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 4.1% in Q3 2026, buying an estimated $325K and bringing the position to 147,977 shares worth $7.77M. The position accounts for 0.14% of the portfolio, ranked #142.

Independent Financial Group first reported a position in PAVE in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.38M in Q2 2026. 64 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • Independent Financial Group held 147,977 shares of Global X US Infrastructure Development ETF worth $7.77M as of Q3 2026.
  • Independent Financial Group bought 5,825 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $325K.
  • Global X US Infrastructure Development ETF made up 0.14% of Independent Financial Group's portfolio in Q3 2026, its #142 holding.
  • Independent Financial Group first reported a position in Global X US Infrastructure Development ETF in Q4 2020 and has held it in 20 quarters since.
  • Independent Financial Group's Global X US Infrastructure Development ETF position peaked at $8.38M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.