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

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return