Key Client Fiduciary Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Key Client Fiduciary Advisors’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	$2.29M	Buy	38,828 +1,213	+3%	+$68.1K	0.66%	32
2026 Q1	$1.91M	Buy	37,615 +1,407	+4%	+$73.3K	0.65%	35
2025 Q4	$1.73M	Sell	36,208 -2,479	-6%	-$119K	0.59%	43
2025 Q3	$1.84M	Buy	38,687 +1,109	+3%	+$51K	0.61%	39
2025 Q2	$1.64M	Buy	37,578 +1,455	+4%	+$58.2K	0.66%	38
2025 Q1	$1.36M	Buy	36,123 +1,424	+4%	+$57.7K	0.62%	42
2024 Q4	$1.4M	Buy	34,699 +3,429	+11%	+$147K	0.62%	38
2024 Q3	$1.29M	Buy	31,270 +5,845	+23%	+$225K	0.58%	40
2024 Q2	$941K	Buy	25,425 +4,129	+19%	+$158K	0.47%	53
2024 Q1	$848K	Buy	21,296 +2,385	+13%	+$86.3K	0.45%	54
2023 Q4	$652K	Buy	18,911 +6,817	+56%	+$212K	0.38%	62
2023 Q3	$367K	Sell	12,094 -1,592	-12%	-$50.3K	0.23%	110
2023 Q2	$430K	Hold	13,686	–	–	0.25%	94
2023 Q1	$388K	Sell	13,686 -294	-2%	-$8.33K	0.24%	94
2022 Q4	$370K	Buy	+13,980	New	+$366K	0.25%	91

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

Key Client Fiduciary Advisors's PAVE Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 3.2% in Q2 2026, buying an estimated $68.1K and bringing the position to 38,828 shares worth $2.29M. The position accounts for 0.66% of the portfolio, ranked #32.

Key Client Fiduciary Advisors first reported a position in PAVE in Q4 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Key Client Fiduciary Advisors held 38,828 shares of Global X US Infrastructure Development ETF worth $2.29M as of Q2 2026.
Key Client Fiduciary Advisors bought 1,213 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $68.1K.
Global X US Infrastructure Development ETF made up 0.66% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #32 holding.
Key Client Fiduciary Advisors first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 15 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.