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 $1.55T 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

Paladin Advisory Group's PAVE Position: Q2 2026 in Review

Paladin Advisory Group increased its Global X US Infrastructure Development ETF (PAVE) stake by 0.7% in Q2 2026, buying an estimated $27.7K and bringing the position to 70,891 shares worth $4.18M. The position accounts for 2.77% of the portfolio, ranked #10.

Paladin Advisory Group first reported a position in PAVE in Q1 2022 and has held it in 15 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Paladin Advisory Group held 70,891 shares of Global X US Infrastructure Development ETF worth $4.18M as of Q2 2026.
Paladin Advisory Group bought 494 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $27.7K.
Global X US Infrastructure Development ETF made up 2.77% of Paladin Advisory Group's portfolio in Q2 2026, its #10 holding.
Paladin Advisory Group first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 15 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.