Larson Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Larson Financial Group’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	$33.1K	Sell	651 -174	-21%	-$9.06K	﹤0.01%	1579
2025 Q4	$39.4K	Sell	825 -8	-1%	-$384	﹤0.01%	1360
2025 Q3	$39.7K	Buy	833 +183	+28%	+$8.42K	﹤0.01%	1264
2025 Q2	$28.3K	Sell	650 -1,569	-71%	-$62.8K	﹤0.01%	1325
2025 Q1	$83.7K	Buy	2,219 +2,067	+1,360%	+$83.8K	﹤0.01%	844
2024 Q4	$6.14K	Buy	152 +59	+63%	+$2.53K	﹤0.01%	1618
2024 Q3	$3.83K	Hold	93	–	–	﹤0.01%	1720
2024 Q2	$3.44K	Sell	93 -23	-20%	-$880	﹤0.01%	1514
2024 Q1	$4.62K	Buy	116 +23	+25%	+$833	﹤0.01%	1216
2023 Q4	$3.21K	Buy	93 +30	+48%	+$934	﹤0.01%	1282
2023 Q3	$1.91K	Hold	63	–	–	﹤0.01%	1369
2023 Q2	$1.98K	Hold	63	–	–	﹤0.01%	1267
2023 Q1	$1.79K	Buy	+63	New	+$1.78K	﹤0.01%	1260

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

Larson Financial Group's PAVE Position: Q1 2026 in Review

Larson Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 21% in Q1 2026, selling an estimated $9.06K and leaving 651 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Larson Financial Group first reported a position in PAVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $83.7K in Q1 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Larson Financial Group held 651 shares of Global X US Infrastructure Development ETF worth $33.1K as of Q1 2026.
Larson Financial Group sold 174 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $9.06K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1579 holding.
Larson Financial Group first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 13 quarters since.
Larson Financial Group's Global X US Infrastructure Development ETF position peaked at $83.7K in Q1 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.