Kingswood Wealth Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Kingswood Wealth 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	$2.75M	Buy	46,664 +981	+2%	+$55.1K	0.11%	205
2026 Q1	$2.32M	Buy	45,683 +15,686	+52%	+$817K	0.11%	210
2025 Q4	$1.43M	Buy	29,997 +2,652	+10%	+$127K	0.07%	280
2025 Q3	$1.3M	Buy	27,345 +1,077	+4%	+$49.6K	0.08%	260
2025 Q2	$1.14M	Buy	26,268 +30	+0.1%	+$1.2K	0.09%	236
2025 Q1	$996K	Sell	26,238 -23,366	-47%	-$947K	0.09%	245
2024 Q4	$2M	Buy	49,604 +23,085	+87%	+$989K	0.15%	151
2024 Q3	$1.09M	Sell	26,519 -2,174	-8%	-$83.6K	0.08%	272
2024 Q2	$1.06M	Sell	28,693 -586	-2%	-$22.4K	0.1%	221
2024 Q1	$1.17M	Sell	29,279 -1,437	-5%	-$52K	0.13%	176
2023 Q4	$1.06M	Buy	+30,716	New	+$956K	0.12%	185
2023 Q3	–	Sell	-24,075	Closed	-$757K	–	466
2023 Q2	$757K	Buy	+24,075	New	+$683K	0.24%	100

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

Kingswood Wealth Advisors's PAVE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 2.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 46,664 shares worth $2.75M. The position accounts for 0.11% of the portfolio, ranked #205.

Kingswood Wealth Advisors first reported a position in PAVE in Q2 2023 and has held it in 12 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Kingswood Wealth Advisors held 46,664 shares of Global X US Infrastructure Development ETF worth $2.75M as of Q2 2026.
Kingswood Wealth Advisors bought 981 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $55.1K.
Global X US Infrastructure Development ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #205 holding.
Kingswood Wealth Advisors first reported a position in Global X US Infrastructure Development ETF in Q2 2023 and has held it in 12 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.