Root Financial Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Root Financial Partners’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	–	Sell	-101	Closed	-$5.13K	–	2349
2026 Q1	$5.13K	Buy	101 +5	+5%	+$260	﹤0.01%	1948
2025 Q4	$4.59K	Sell	96 -436	-82%	-$20.9K	﹤0.01%	1788
2025 Q3	$25.3K	Buy	+532	New	+$24.5K	﹤0.01%	995

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

Root Financial Partners's PAVE Position: Q2 2026 in Review

Root Financial Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q2 2026, closing a stake of 101 shares — an estimated $5.13K sold.

Root Financial Partners first reported a position in PAVE in Q3 2025 and held it in 3 quarters. The position peaked at $25.3K in Q3 2025. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Root Financial Partners reported no remaining Global X US Infrastructure Development ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 101 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $5.13K.
Root Financial Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Global X US Infrastructure Development ETF position peaked at $25.3K in Q3 2025.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.