Root Financial Partners
PAVE icon

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
Q3 		$27K Buy
+515
New +$28.8K ﹤0.01% 1391
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Root Financial Partners's PAVE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q3 2026: 515 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PAVE as recently as Q1 2026.

Root Financial Partners first reported a position in PAVE in Q3 2025 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

  • Root Financial Partners held 515 shares of Global X US Infrastructure Development ETF worth $27K as of Q3 2026.
  • Global X US Infrastructure Development ETF was a new Root Financial Partners position in Q3 2026.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1391 holding.
  • Root Financial Partners first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.