Keystone Financial Group (Kentucky)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Keystone Financial Group (Kentucky)’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 Q1	$901K	Buy	17,730 +8,627	+95%	+$449K	0.06%	209
2025 Q4	$435K	Buy	9,103 +475	+6%	+$22.8K	0.03%	279
2025 Q3	$411K	Buy	8,628 +980	+13%	+$45.1K	0.03%	263
2025 Q2	$333K	Buy	7,648 +1,259	+20%	+$50.4K	0.03%	300
2025 Q1	$241K	Buy	+6,389	New	+$259K	0.02%	339

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s PAVE Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X US Infrastructure Development ETF (PAVE) stake by 95% in Q1 2026, buying an estimated $449K and bringing the position to 17,730 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #209.

Keystone Financial Group (Kentucky) first reported a position in PAVE in Q1 2025 and has held it in 5 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Keystone Financial Group (Kentucky) held 17,730 shares of Global X US Infrastructure Development ETF worth $901K as of Q1 2026.
Keystone Financial Group (Kentucky) bought 8,627 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $449K.
Global X US Infrastructure Development ETF made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #209 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X US Infrastructure Development ETF in Q1 2025 and has held it in 5 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.