LWM
PAVE icon

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

Lakeridge 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
Q2 		$380K Buy
+6,457
New +$362K 0.14% 126

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Lakeridge Wealth Management's PAVE Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 6,457 shares worth $380K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings.

119 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Lakeridge Wealth Management held 6,457 shares of Global X US Infrastructure Development ETF worth $380K as of Q2 2026.
  • Global X US Infrastructure Development ETF was a new Lakeridge Wealth Management position in Q2 2026.
  • Global X US Infrastructure Development ETF made up 0.14% of Lakeridge Wealth Management's portfolio in Q2 2026, its #126 holding.
  • 119 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.