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 Q2	$34.6K	Sell	588 -63	-10%	-$3.54K	﹤0.01%	1696
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 $1.55T 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

Larson Financial Group's PAVE Position: Q2 2026 in Review

Larson Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 9.7% in Q2 2026, selling an estimated $3.54K and leaving 588 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Larson Financial Group first reported a position in PAVE in Q1 2023 and has held it in 14 quarters since. The position peaked at $83.7K in Q1 2025. 821 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Larson Financial Group held 588 shares of Global X US Infrastructure Development ETF worth $34.6K as of Q2 2026.
Larson Financial Group sold 63 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $3.54K.
Global X US Infrastructure Development ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1696 holding.
Larson Financial Group first reported a position in Global X US Infrastructure Development ETF in Q1 2023 and has held it in 14 quarters since.
Larson Financial Group's Global X US Infrastructure Development ETF position peaked at $83.7K in Q1 2025.
821 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.