IW
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Instrumental Wealth’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Instrumental Wealth’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 		$355K Buy
6,021
+669
+13% +$37.6K 0.18% 55
2026
Q1 		$272K Buy
5,352
+235
+5% +$12.2K 0.17% 53
2025
Q4 		$283K Buy
5,117
+449
+10% +$21.5K 0.17% 49
2025
Q3 		$224K Buy
+4,668
New +$215K 0.16% 63

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Instrumental Wealth's PAVE Position: Q2 2026 in Review

Instrumental Wealth increased its Global X US Infrastructure Development ETF (PAVE) stake by 13% in Q2 2026, buying an estimated $37.6K and bringing the position to 6,021 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #55.

Instrumental Wealth first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Instrumental Wealth held 6,021 shares of Global X US Infrastructure Development ETF worth $355K as of Q2 2026.
  • Instrumental Wealth bought 669 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $37.6K.
  • Global X US Infrastructure Development ETF made up 0.18% of Instrumental Wealth's portfolio in Q2 2026, its #55 holding.
  • Instrumental Wealth first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.