Security National Bank’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Security National Bank’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	$223K	Hold	3,790	–	–	0.03%	152
2026 Q1	$193K	Sell	3,790 -27	-0.7%	-$1.41K	0.03%	145
2025 Q4	$182K	Buy	3,817 +117	+3%	+$5.61K	0.03%	149
2025 Q3	$176K	Hold	3,700	–	–	0.03%	146
2025 Q2	$161K	Hold	3,700	–	–	0.03%	133
2025 Q1	$140K	Hold	3,700	–	–	0.03%	139
2024 Q4	$150K	Buy	+3,700	New	+$159K	0.02%	133

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

Security National Bank's PAVE Position: Q2 2026 in Review

Security National Bank held its Global X US Infrastructure Development ETF (PAVE) position steady in Q2 2026 at 3,790 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #152.

Security National Bank first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Security National Bank held 3,790 shares of Global X US Infrastructure Development ETF worth $223K as of Q2 2026.
Security National Bank left its Global X US Infrastructure Development ETF share count unchanged in Q2 2026.
Global X US Infrastructure Development ETF made up 0.03% of Security National Bank's portfolio in Q2 2026, its #152 holding.
Security National Bank first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.