Level Four Advisory Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Level Four Advisory Services’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	$2.78M	Buy	47,127 +9,144	+24%	+$513K	0.08%	265
2026 Q1	$1.93M	Buy	37,983 +20,614	+119%	+$1.07M	0.06%	294
2025 Q4	$830K	Sell	17,369 -3,000	-15%	-$144K	0.03%	444
2025 Q3	$970K	Buy	20,369 +2,567	+14%	+$118K	0.03%	416
2025 Q2	$776K	Sell	17,802 -6,889	-28%	-$276K	0.03%	435
2025 Q1	$932K	Sell	24,691 -3,923	-14%	-$159K	0.04%	361
2024 Q4	$1.16M	Buy	28,614 +397	+1%	+$17K	0.05%	311
2024 Q3	$1.16M	Buy	28,217 +15,213	+117%	+$585K	0.05%	316
2024 Q2	$481K	Buy	+13,004	New	+$497K	0.02%	496

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

Level Four Advisory Services's PAVE Position: Q2 2026 in Review

Level Four Advisory Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 24% in Q2 2026, buying an estimated $513K and bringing the position to 47,127 shares worth $2.78M. The position accounts for 0.08% of the portfolio, ranked #265.

Level Four Advisory Services first reported a position in PAVE in Q2 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Level Four Advisory Services held 47,127 shares of Global X US Infrastructure Development ETF worth $2.78M as of Q2 2026.
Level Four Advisory Services bought 9,144 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $513K.
Global X US Infrastructure Development ETF made up 0.08% of Level Four Advisory Services's portfolio in Q2 2026, its #265 holding.
Level Four Advisory Services first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 9 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.