Ritter Daniher Financial Advisory’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Ritter Daniher Financial Advisory’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	$101K	Buy	+1,718	New	+$96.4K	0.02%	222
2023 Q4	–	Sell	-125	Closed	-$3.8K	–	364
2023 Q3	$3.8K	Hold	125	–	–	﹤0.01%	279
2023 Q2	$3.93K	Hold	125	–	–	﹤0.01%	265
2023 Q1	$3.54K	Hold	125	–	–	﹤0.01%	242
2022 Q4	$3.31K	Hold	125	–	–	﹤0.01%	231
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	211
2022 Q2	$3K	Buy	125 +25	+25%	+$640	﹤0.01%	213
2022 Q1	$3K	Buy	+100	New	+$2.72K	﹤0.01%	214

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

Ritter Daniher Financial Advisory's PAVE Position: Q2 2026 in Review

Ritter Daniher Financial Advisory opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 1,718 shares worth $101K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings. This is a return to the name: Ritter Daniher Financial Advisory previously reported a position in PAVE as recently as Q3 2023.

Ritter Daniher Financial Advisory first reported a position in PAVE in Q1 2022 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Ritter Daniher Financial Advisory held 1,718 shares of Global X US Infrastructure Development ETF worth $101K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Ritter Daniher Financial Advisory position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #222 holding.
Ritter Daniher Financial Advisory first reported a position in Global X US Infrastructure Development ETF in Q1 2022 and has held it in 8 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.