PWMG
PAVE icon

Pinnacle Wealth Management Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Pinnacle Wealth Management 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
Q2 		$564K Sell
9,580
-950
-9% -$53.3K 0.26% 65
2026
Q1 		$535K Sell
10,530
-1,500
-12% -$78.1K 0.26% 64
2025
Q4 		$575K Sell
12,030
-500
-4% -$24K 0.29% 60
2025
Q3 		$597K Sell
12,530
-250
-2% -$11.5K 0.31% 55
2025
Q2 		$557K Sell
12,780
-404
-3% -$16.2K 0.32% 58
2025
Q1 		$497K Sell
13,184
-662
-5% -$26.8K 0.35% 56
2024
Q4 		$560K Sell
13,846
-1,803
-12% -$77.3K 0.35% 56
2024
Q3 		$644K Sell
15,649
-49,667
-76% -$1.91M 0.41% 52
2024
Q2 		$2.42M Buy
65,316
+6,220
+11% +$238K 1.64% 20
2024
Q1 		$2.35M Buy
59,096
+761
+1% +$27.5K 1.75% 20
2023
Q4 		$2.01M Buy
58,335
+938
+2% +$29.2K 1.65% 19
2023
Q3 		$1.74M Sell
57,397
-2,725
-5% -$86K 1.59% 19
2023
Q2 		$1.89M Sell
60,122
-1,538
-2% -$43.7K 1.65% 18
2023
Q1 		$1.75M Buy
61,660
+2,782
+5% +$78.8K 1.51% 18
2022
Q4 		$1.56M Sell
58,878
-40
-0.1% -$1.05K 1.38% 24
2022
Q3 		$1.36M Buy
58,918
+3,696
+7% +$92.8K 1.2% 22
2022
Q2 		$1.26M Buy
55,222
+1,028
+2% +$26.3K 1.05% 27
2022
Q1 		$1.53M Sell
54,194
-15,087
-22% -$410K 1.15% 25
2021
Q4 		$2M Buy
69,281
+5,371
+8% +$149K 1.48% 19
2021
Q3 		$1.62M Buy
63,910
+35,443
+125% +$934K 1.22% 27
2021
Q2 		$733K Buy
+28,467
New +$740K 0.53% 49

Other funds holding PAVE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pinnacle Wealth Management Group's PAVE Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 9% in Q2 2026, selling an estimated $53.3K and leaving 9,580 shares worth $564K. The position accounts for 0.26% of the portfolio, ranked #65.

Pinnacle Wealth Management Group first reported a position in PAVE in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.42M in Q2 2024. 150 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Pinnacle Wealth Management Group held 9,580 shares of Global X US Infrastructure Development ETF worth $564K as of Q2 2026.
  • Pinnacle Wealth Management Group sold 950 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $53.3K.
  • Global X US Infrastructure Development ETF made up 0.26% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #65 holding.
  • Pinnacle Wealth Management Group first reported a position in Global X US Infrastructure Development ETF in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Global X US Infrastructure Development ETF position peaked at $2.42M in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.