Retirement Planning Group (New York)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Retirement Planning Group (New York)’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	$7.11M	Buy	120,474 +1,937	+2%	+$109K	3.87%	7
2026 Q1	$6.02M	Sell	118,537 -449	-0.4%	-$23.4K	3.88%	5
2025 Q4	$5.73M	Buy	118,986 +3,137	+3%	+$150K	3.91%	4
2025 Q3	$5.52M	Buy	115,849 +773	+0.7%	+$35.6K	4.13%	4
2025 Q2	$5.03M	Buy	115,076 +2,465	+2%	+$98.6K	4.42%	4
2025 Q1	$4.25M	Buy	112,611 +6,703	+6%	+$272K	4.32%	4
2024 Q4	$4.28M	Buy	+105,908	New	+$4.54M	4.71%	5

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

Retirement Planning Group (New York)'s PAVE Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its Global X US Infrastructure Development ETF (PAVE) stake by 1.6% in Q2 2026, buying an estimated $109K and bringing the position to 120,474 shares worth $7.11M. The position accounts for 3.87% of the portfolio, ranked #7.

Retirement Planning Group (New York) first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Retirement Planning Group (New York) held 120,474 shares of Global X US Infrastructure Development ETF worth $7.11M as of Q2 2026.
Retirement Planning Group (New York) bought 1,937 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $109K.
Global X US Infrastructure Development ETF made up 3.87% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #7 holding.
Retirement Planning Group (New York) first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.