SWMG LLC’s Global X US Infrastructure Development ETF PAVE Stock Holding History

SWMG 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 Q3	$663K	Buy	+12,740	New	+$711K	0.15%	56

Other funds holding PAVE

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

SWMG LLC's PAVE Position: Q3 2026 in Review

SWMG LLC opened a new position in Global X US Infrastructure Development ETF (PAVE) in Q3 2026: 12,740 shares worth $663K. The stake represents 0.15% of the portfolio and ranks #56 among its holdings.

318 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

SWMG LLC held 12,740 shares of Global X US Infrastructure Development ETF worth $663K as of Q3 2026.
Global X US Infrastructure Development ETF was a new SWMG LLC position in Q3 2026.
Global X US Infrastructure Development ETF made up 0.15% of SWMG LLC's portfolio in Q3 2026, its #56 holding.
318 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.