LF
PAVE icon

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

LifeSteps Financial’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 		– Sell
-70
Closed -$4.12K – 536
2026
Q2 		$4.12K Buy
+70
New +$3.93K ﹤0.01% 568

Other funds holding PAVE

CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

LifeSteps Financial's PAVE Position: Q3 2026 in Review

LifeSteps Financial sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2026, closing a stake of 70 shares — an estimated $4.12K sold.

LifeSteps Financial first reported a position in PAVE in Q2 2026 and held it in 1 quarter. The position peaked at $4.12K in Q2 2026. 113 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • LifeSteps Financial reported no remaining Global X US Infrastructure Development ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 70 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $4.12K.
  • LifeSteps Financial first reported a position in Global X US Infrastructure Development ETF in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Global X US Infrastructure Development ETF position peaked at $4.12K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.