Summit Financial’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Summit Financial’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	$1.18M	Buy	23,133 +9,514	+70%	+$495K	0.02%	723
2025 Q4	$655K	Buy	13,619 +88	+0.7%	+$4.22K	0.01%	805
2025 Q3	$644K	Buy	+13,531	New	+$623K	0.01%	796

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

Summit Financial's PAVE Position: Q1 2026 in Review

Summit Financial increased its Global X US Infrastructure Development ETF (PAVE) stake by 70% in Q1 2026, buying an estimated $495K and bringing the position to 23,133 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #723.

Summit Financial first reported a position in PAVE in Q3 2025 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold PAVE as of Q1 2026.

Summit Financial held 23,133 shares of Global X US Infrastructure Development ETF worth $1.18M as of Q1 2026.
Summit Financial bought 9,514 Global X US Infrastructure Development ETF shares in Q1 2026, an estimated $495K.
Global X US Infrastructure Development ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #723 holding.
Summit Financial first reported a position in Global X US Infrastructure Development ETF in Q3 2025 and has held it in 3 quarters since.
732 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.