IFPG
IPAV

Intrepid Financial Planning Group’s Global X Infrastructure Development ex-U.S. ETF IPAV Stock Holding History

Intrepid Financial Planning Group’s Portfolio IPAV Stock Details IPAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Buy
12,331
+948
+8% +$31.5K 0.13% 95
2026
Q1 		$344K Buy
11,383
+1,575
+16% +$49.4K 0.14% 98
2025
Q4 		$292K Buy
9,808
+2,003
+26% +$57.8K 0.11% 97
2025
Q3 		$220K Buy
+7,805
New +$218K 0.08% 113

Other funds holding IPAV

WHGAM
Wealth High Governance Asset Management Sao Paulo $940M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Intrepid Financial Planning Group's IPAV Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Global X Infrastructure Development ex-U.S. ETF (IPAV) stake by 8.3% in Q2 2026, buying an estimated $31.5K and bringing the position to 12,331 shares worth $396K. The position accounts for 0.13% of the portfolio, ranked #95.

Intrepid Financial Planning Group first reported a position in IPAV in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold IPAV as of Q2 2026.

  • Intrepid Financial Planning Group held 12,331 shares of Global X Infrastructure Development ex-U.S. ETF worth $396K as of Q2 2026.
  • Intrepid Financial Planning Group bought 948 Global X Infrastructure Development ex-U.S. ETF shares in Q2 2026, an estimated $31.5K.
  • Global X Infrastructure Development ex-U.S. ETF made up 0.13% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #95 holding.
  • Intrepid Financial Planning Group first reported a position in Global X Infrastructure Development ex-U.S. ETF in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Global X Infrastructure Development ex-U.S. ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.