Mutual Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Mutual Advisors’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	$2.26M	Buy	38,299 +4,741	+14%	+$266K	0.04%	385
2026 Q1	$1.71M	Sell	33,558 -2,932	-8%	-$153K	0.04%	424
2025 Q4	$1.74M	Buy	36,490 +227	+0.6%	+$10.9K	0.04%	401
2025 Q3	$1.74M	Buy	36,263 +11,016	+44%	+$507K	0.04%	402
2025 Q2	$1.18M	Buy	25,247 +5,397	+27%	+$216K	0.03%	440
2025 Q1	$753K	Buy	19,850 +739	+4%	+$29.9K	0.02%	555
2024 Q4	$813K	Buy	19,111 +2,582	+16%	+$111K	0.02%	549
2024 Q3	$685K	Buy	16,529 +424	+3%	+$16.3K	0.02%	599
2024 Q2	$632K	Buy	16,105 +5,348	+50%	+$205K	0.02%	627
2024 Q1	$428K	Buy	10,757 +574	+6%	+$20.8K	0.01%	747
2023 Q4	$351K	Sell	10,183 -2,547	-20%	-$79.3K	0.01%	766
2023 Q3	$387K	Buy	+12,730	New	+$402K	0.02%	697

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

Mutual Advisors's PAVE Position: Q2 2026 in Review

Mutual Advisors increased its Global X US Infrastructure Development ETF (PAVE) stake by 14% in Q2 2026, buying an estimated $266K and bringing the position to 38,299 shares worth $2.26M. The position accounts for 0.04% of the portfolio, ranked #385.

Mutual Advisors first reported a position in PAVE in Q3 2023 and has held it in 12 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Mutual Advisors held 38,299 shares of Global X US Infrastructure Development ETF worth $2.26M as of Q2 2026.
Mutual Advisors bought 4,741 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $266K.
Global X US Infrastructure Development ETF made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #385 holding.
Mutual Advisors first reported a position in Global X US Infrastructure Development ETF in Q3 2023 and has held it in 12 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.