Private Client Services’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Private Client Services’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 Q3	$350K	Buy	6,669 +1,587	+31%	+$88.6K	0.09%	159
2026 Q2	$299K	Buy	5,082 +1,057	+26%	+$59.3K	0.08%	170
2026 Q1	$205K	Buy	+4,025	New	+$210K	0.06%	203
2025 Q3	–	Sell	-5,164	Closed	-$225K	–	212
2025 Q2	$225K	Buy	+5,164	New	+$207K	0.09%	185

Other funds holding PAVE

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Private Client Services's PAVE Position: Q3 2026 in Review

Private Client Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 31% in Q3 2026, buying an estimated $88.6K and bringing the position to 6,669 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #159.

Private Client Services first reported a position in PAVE in Q2 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Private Client Services held 6,669 shares of Global X US Infrastructure Development ETF worth $350K as of Q3 2026.
Private Client Services bought 1,587 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $88.6K.
Global X US Infrastructure Development ETF made up 0.09% of Private Client Services's portfolio in Q3 2026, its #159 holding.
Private Client Services first reported a position in Global X US Infrastructure Development ETF in Q2 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.