Prosperity Financial Group’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Prosperity Financial 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	$3.15M	Sell	53,394 -1,866	-3%	-$105K	0.98%	34
2026 Q1	$2.81M	Sell	55,260 -6,171	-10%	-$321K	1.04%	29
2025 Q4	$2.94M	Buy	61,431 +1,960	+3%	+$94K	1.06%	29
2025 Q3	$2.83M	Buy	59,471 +6,596	+12%	+$304K	1.04%	35
2025 Q2	$2.3M	Buy	52,875 +3,284	+7%	+$131K	0.98%	33
2025 Q1	$1.87M	Buy	49,591 +4,313	+10%	+$175K	0.93%	33
2024 Q4	$1.83M	Buy	45,278 +24,746	+121%	+$1.06M	0.91%	32
2024 Q3	$845K	Sell	20,532 -23,463	-53%	-$902K	0.47%	55
2024 Q2	$1.63M	Buy	43,995 +1,219	+3%	+$46.6K	1.03%	29
2024 Q1	$1.7M	Buy	42,776 +12,920	+43%	+$468K	1.05%	30
2023 Q4	$1.03M	Buy	29,856 +590	+2%	+$18.4K	0.71%	33
2023 Q3	$889K	Sell	29,266 -24,598	-46%	-$777K	0.73%	34
2023 Q2	$1.69M	Buy	53,864 +426	+0.8%	+$12.1K	1.49%	17
2023 Q1	$1.51M	Sell	53,438 -49,987	-48%	-$1.42M	1.53%	15
2022 Q4	$2.74M	Buy	+103,425	New	+$2.71M	2.96%	9

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

Prosperity Financial Group's PAVE Position: Q2 2026 in Review

Prosperity Financial Group reduced its Global X US Infrastructure Development ETF (PAVE) stake by 3.4% in Q2 2026, selling an estimated $105K and leaving 53,394 shares worth $3.15M. The position accounts for 0.98% of the portfolio, ranked #34.

Prosperity Financial Group first reported a position in PAVE in Q4 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Prosperity Financial Group held 53,394 shares of Global X US Infrastructure Development ETF worth $3.15M as of Q2 2026.
Prosperity Financial Group sold 1,866 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $105K.
Global X US Infrastructure Development ETF made up 0.98% of Prosperity Financial Group's portfolio in Q2 2026, its #34 holding.
Prosperity Financial Group first reported a position in Global X US Infrastructure Development ETF in Q4 2022 and has held it in 15 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

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