Patriot Financial Group Insurance Agency’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-6,028	Closed	-$306K	–	636
2026 Q1	$306K	Buy	+6,028	New	+$314K	0.02%	561
2022 Q3	–	Sell	-1,939	Closed	-$44K	–	1478
2022 Q2	$44K	Buy	1,939 +63	+3%	+$1.61K	0.01%	777
2022 Q1	$53K	Sell	1,876 -9,728	-84%	-$264K	0.01%	759
2021 Q4	$334K	Sell	11,604 -3,813	-25%	-$106K	0.06%	326
2021 Q3	$392K	Buy	15,417 +1,117	+8%	+$29.4K	0.07%	280
2021 Q2	$368K	Buy	+14,300	New	+$372K	0.07%	294

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

Patriot Financial Group Insurance Agency's PAVE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 6,028 shares — an estimated $306K sold.

Patriot Financial Group Insurance Agency first reported a position in PAVE in Q2 2021 and held it in 6 quarters. The position peaked at $392K in Q3 2021. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6,028 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $306K.
Patriot Financial Group Insurance Agency first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Global X US Infrastructure Development ETF position peaked at $392K in Q3 2021.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.