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 Q2	$1.51M	Buy	25,711 +7,981	+45%	+$448K	0.09%	167
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 $1.55T 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 22.9% 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

Keystone Financial Group (Kentucky)'s PAVE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Global X US Infrastructure Development ETF (PAVE) stake by 45% in Q2 2026, buying an estimated $448K and bringing the position to 25,711 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #167.

Keystone Financial Group (Kentucky) first reported a position in PAVE in Q1 2025 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Keystone Financial Group (Kentucky) held 25,711 shares of Global X US Infrastructure Development ETF worth $1.51M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 7,981 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $448K.
Global X US Infrastructure Development ETF made up 0.09% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #167 holding.
Keystone Financial Group (Kentucky) first reported a position in Global X US Infrastructure Development ETF in Q1 2025 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.