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

Swisher Financial Concepts’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	$148K	Buy	+2,504	New	+$141K	0.09%	77
2025 Q3	–	Sell	-4,918	Closed	-$214K	–	93
2025 Q2	$214K	Buy	+4,918	New	+$197K	0.14%	86
2025 Q1	–	Sell	-5,730	Closed	-$232K	–	89
2024 Q4	$232K	Sell	5,730 -5,869	-51%	-$251K	0.27%	55
2024 Q3	$471K	Sell	11,599 -474	-4%	-$18.2K	0.3%	54
2024 Q2	$442K	Hold	12,073	–	–	0.45%	43
2024 Q1	$468K	Sell	12,073 -999	-8%	-$36.2K	0.41%	40
2023 Q4	$436K	Buy	+13,072	New	+$407K	0.42%	39

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

Swisher Financial Concepts's PAVE Position: Q2 2026 in Review

Swisher Financial Concepts opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q2 2026: 2,504 shares worth $148K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings. This is a return to the name: Swisher Financial Concepts previously reported a position in PAVE as recently as Q2 2025.

Swisher Financial Concepts first reported a position in PAVE in Q4 2023 and has held it in 7 quarters since. The position peaked at $471K in Q3 2024. 819 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Swisher Financial Concepts held 2,504 shares of Global X US Infrastructure Development ETF worth $148K as of Q2 2026.
Global X US Infrastructure Development ETF was a new Swisher Financial Concepts position in Q2 2026.
Global X US Infrastructure Development ETF made up 0.09% of Swisher Financial Concepts's portfolio in Q2 2026, its #77 holding.
Swisher Financial Concepts first reported a position in Global X US Infrastructure Development ETF in Q4 2023 and has held it in 7 quarters since.
Swisher Financial Concepts's Global X US Infrastructure Development ETF position peaked at $471K in Q3 2024.
819 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.