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Spartan Wealth Advisory Services LLC’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$200K Buy
+3,400
New +$191K 0.02% 310

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's PAVE Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 3,400 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings.

813 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 3,400 shares of Global X US Infrastructure Development ETF worth $200K as of Q2 2026.
  • Global X US Infrastructure Development ETF was a new Spartan Wealth Advisory Services LLC position in Q2 2026.
  • Global X US Infrastructure Development ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #310 holding.
  • 813 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.