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 Q3	$327K	Buy	6,230 +209	+3%	+$11.7K	0.16%	57
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Instrumental Wealth's PAVE Position: Q3 2026 in Review

Instrumental Wealth increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.5% in Q3 2026, buying an estimated $11.7K and bringing the position to 6,230 shares worth $327K. The position accounts for 0.16% of the portfolio, ranked #57.

Instrumental Wealth first reported a position in PAVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $355K in Q2 2026. 501 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Instrumental Wealth held 6,230 shares of Global X US Infrastructure Development ETF worth $327K as of Q3 2026.
Instrumental Wealth bought 209 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $11.7K.
Global X US Infrastructure Development ETF made up 0.16% of Instrumental Wealth's portfolio in Q3 2026, its #57 holding.
Instrumental Wealth first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 5 quarters since.
Instrumental Wealth's Global X US Infrastructure Development ETF position peaked at $355K in Q2 2026.
501 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.