Measured Wealth Private Client Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Measured Wealth Private Client 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 Q3	$2.8M	Buy	53,255 +272	+0.5%	+$15.2K	0.7%	29
2026 Q2	$3.12M	Buy	+52,983	New	+$2.97M	0.75%	28

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Measured Wealth Private Client Group's PAVE Position: Q3 2026 in Review

Measured Wealth Private Client Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.51% in Q3 2026, buying an estimated $15.2K and bringing the position to 53,255 shares worth $2.8M. The position accounts for 0.7% of the portfolio, ranked #29.

Measured Wealth Private Client Group first reported a position in PAVE in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.12M in Q2 2026. 533 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Measured Wealth Private Client Group held 53,255 shares of Global X US Infrastructure Development ETF worth $2.8M as of Q3 2026.
Measured Wealth Private Client Group bought 272 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $15.2K.
Global X US Infrastructure Development ETF made up 0.7% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #29 holding.
Measured Wealth Private Client Group first reported a position in Global X US Infrastructure Development ETF in Q2 2026 and has held it in 2 quarters since.
Measured Wealth Private Client Group's Global X US Infrastructure Development ETF position peaked at $3.12M in Q2 2026.
533 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.