Paladin Advisory Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-76,058	Closed	-$2.01M	–	430
2022 Q4	$2.01M	Sell	76,058 -3,379	-4%	-$88.5K	1.72%	20
2022 Q3	$1.83M	Sell	79,437 -3,480	-4%	-$87.4K	1.67%	20
2022 Q2	$1.89M	Buy	+82,917	New	+$2.12M	1.62%	19
2022 Q1	–	Sell	-82,035	Closed	-$2.36M	–	443
2021 Q4	$2.36M	Buy	+82,035	New	+$2.28M	1.92%	13

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Paladin Advisory Group's PAVE Position: Q1 2026 in Review

Paladin Advisory Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 3% in Q1 2026, selling an estimated $115K and leaving 70,397 shares worth $3.58M. The position accounts for 2.72% of the portfolio, ranked #11.

Paladin Advisory Group first reported a position in PAVE in Q1 2022 and has held it in 14 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Paladin Advisory Group held 70,397 shares of Global X US Infrastructure Development ETF worth $3.58M as of Q1 2026.
Paladin Advisory Group sold 2,201 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $115K.
Global X US Infrastructure Development ETF made up 2.72% of Paladin Advisory Group's portfolio in Q1 2026, its #11 holding.
Paladin Advisory Group first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 14 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.