Kerr Financial Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Kerr Financial Planning’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	$24.4K	Sell	414 -200	-33%	-$11.2K	0.03%	256
2026 Q1	$34.2K	Sell	614 -199	-24%	-$10.4K	0.02%	213
2025 Q4	$43K	Buy	813 +402	+98%	+$19.3K	0.06%	193
2025 Q3	$19.3K	Buy	+411	New	+$18.9K	0.03%	272

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kerr Financial Planning's PAVE Position: Q2 2026 in Review

Kerr Financial Planning reduced its Global X US Infrastructure Development ETF (PAVE) stake by 33% in Q2 2026, selling an estimated $11.2K and leaving 414 shares worth $24.4K. The position accounts for 0.03% of the portfolio, ranked #256.

Kerr Financial Planning first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $43K in Q4 2025. 817 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Kerr Financial Planning held 414 shares of Global X US Infrastructure Development ETF worth $24.4K as of Q2 2026.
Kerr Financial Planning sold 200 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $11.2K.
Global X US Infrastructure Development ETF made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #256 holding.
Kerr Financial Planning first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's Global X US Infrastructure Development ETF position peaked at $43K in Q4 2025.
817 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.