Koa Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Koa Wealth Management’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 Q3	$1.57M	Sell	29,849 -147	-0.5%	-$8.21K	1.01%	27
2026 Q2	$1.77M	Sell	29,996 -848	-3%	-$47.6K	1.2%	25
2026 Q1	$1.57M	Sell	30,844 -1,793	-5%	-$93.4K	1.13%	28
2025 Q4	$1.56M	Sell	32,637 -1,399	-4%	-$67.1K	1.07%	30
2025 Q3	$1.62M	Sell	34,036 -1,647	-5%	-$75.8K	1.2%	29
2025 Q2	$1.56M	Sell	35,683 -228	-0.6%	-$9.12K	1.24%	29
2025 Q1	$1.35M	Buy	35,911 +3,156	+10%	+$128K	1.09%	29
2024 Q4	$1.32M	Sell	32,755 -2,968	-8%	-$127K	1.08%	30
2024 Q3	$1.47M	Sell	35,723 -1,297	-4%	-$49.9K	1.14%	30
2024 Q2	$1.37M	Sell	37,020 -1,027	-3%	-$39.3K	1.16%	30
2024 Q1	$1.51M	Sell	38,047 -2,597	-6%	-$94K	1.37%	24
2023 Q4	$1.4M	Buy	+40,644	New	+$1.27M	1.38%	23

Other funds holding PAVE

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Koa Wealth Management's PAVE Position: Q3 2026 in Review

Koa Wealth Management reduced its Global X US Infrastructure Development ETF (PAVE) stake by 0.49% in Q3 2026, selling an estimated $8.21K and leaving 29,849 shares worth $1.57M. The position accounts for 1.01% of the portfolio, ranked #27.

Koa Wealth Management first reported a position in PAVE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q2 2026. 318 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Koa Wealth Management held 29,849 shares of Global X US Infrastructure Development ETF worth $1.57M as of Q3 2026.
Koa Wealth Management sold 147 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $8.21K.
Global X US Infrastructure Development ETF made up 1.01% of Koa Wealth Management's portfolio in Q3 2026, its #27 holding.
Koa Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's Global X US Infrastructure Development ETF position peaked at $1.77M in Q2 2026.
318 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.