MFGM
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Marshall Financial Group (Maryland)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Marshall Financial Group (Maryland)’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 		$670K Sell
11,370
-546
-5% -$30.6K 0.1% 190
2026
Q1 		$605K Sell
11,916
-236,466
-95% -$12.3M 0.1% 187
2025
Q4 		$11.9M Buy
248,382
+4,497
+2% +$216K 2.3% 10
2025
Q3 		$11.6M Buy
243,885
+8,738
+4% +$402K 2.26% 10
2025
Q2 		$10.4M Buy
235,147
+28,181
+14% +$1.13M 2.05% 11
2025
Q1 		$7.81M Buy
+206,966
New +$8.39M 1.71% 13

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PAVE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.6% in Q2 2026, selling an estimated $30.6K and leaving 11,370 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #190.

Marshall Financial Group (Maryland) first reported a position in PAVE in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2025. 249 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Marshall Financial Group (Maryland) held 11,370 shares of Global X US Infrastructure Development ETF worth $670K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 546 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $30.6K.
  • Global X US Infrastructure Development ETF made up 0.1% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #190 holding.
  • Marshall Financial Group (Maryland) first reported a position in Global X US Infrastructure Development ETF in Q1 2025 and has held it in 6 quarters since.
  • Marshall Financial Group (Maryland)'s Global X US Infrastructure Development ETF position peaked at $11.9M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.