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 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 $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Root Financial Partners's PAVE Position: Q1 2026 in Review

Root Financial Partners increased its Global X US Infrastructure Development ETF (PAVE) stake by 5.2% in Q1 2026, buying an estimated $260 and bringing the position to 101 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Root Financial Partners first reported a position in PAVE in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.3K in Q3 2025. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Root Financial Partners held 101 shares of Global X US Infrastructure Development ETF worth $5.13K as of Q1 2026.
Root Financial Partners bought 5 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $260.
Global X US Infrastructure Development ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1948 holding.
Root Financial Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Global X US Infrastructure Development ETF position peaked at $25.3K in Q3 2025.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.