Stonebridge Financial Group (Pennsylvania)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$691K	Sell	11,730 -4,338	-27%	-$244K	0.05%	150
2026 Q1	$816K	Sell	16,068 -288,058	-95%	-$15M	0.07%	135
2025 Q4	$14.5M	Buy	304,126 +295,858	+3,578%	+$14.2M	1.24%	24
2025 Q3	$394K	Buy	8,268 +486	+6%	+$22.4K	0.03%	179
2025 Q2	$339K	Hold	7,782	–	–	0.03%	184
2025 Q1	$294K	Buy	7,782 +542	+7%	+$22K	0.03%	186
2024 Q4	$293K	Buy	+7,240	New	+$310K	0.03%	192

Other funds holding PAVE

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PAVE Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Global X US Infrastructure Development ETF (PAVE) stake by 27% in Q2 2026, selling an estimated $244K and leaving 11,730 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #150.

Stonebridge Financial Group (Pennsylvania) first reported a position in PAVE in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.5M in Q4 2025. 723 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 11,730 shares of Global X US Infrastructure Development ETF worth $691K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 4,338 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $244K.
Global X US Infrastructure Development ETF made up 0.05% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #150 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Global X US Infrastructure Development ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s Global X US Infrastructure Development ETF position peaked at $14.5M in Q4 2025.
723 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.