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

Symphony Financial Services’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	$11.6M	Buy	221,087 +3,216	+1%	+$180K	4.95%	4
2026 Q2	$12.8M	Buy	217,871 +9,213	+4%	+$517K	5.77%	4
2026 Q1	$10.6M	Buy	208,658 +2,877	+1%	+$150K	5.44%	4
2025 Q4	$9.8M	Buy	205,781 +5,290	+3%	+$254K	5.04%	4
2025 Q3	$9.5M	Buy	200,491 +11,143	+6%	+$513K	5.14%	6
2025 Q2	$8.25M	Buy	189,348 +2,581	+1%	+$103K	4.93%	6
2025 Q1	$7.05M	Buy	186,767 +2,640	+1%	+$107K	4.6%	8
2024 Q4	$7.44M	Buy	184,127 +1,282	+0.7%	+$54.9K	5.98%	5
2024 Q3	$7.5M	Buy	182,845 +2,663	+1%	+$102K	6.38%	4
2024 Q2	$6.64M	Buy	+180,182	New	+$6.89M	5.7%	5

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Symphony Financial Services's PAVE Position: Q3 2026 in Review

Symphony Financial Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 1.5% in Q3 2026, buying an estimated $180K and bringing the position to 221,087 shares worth $11.6M. The position accounts for 4.95% of the portfolio, ranked #4.

Symphony Financial Services first reported a position in PAVE in Q2 2024 and has held it in 10 quarters since. The position peaked at $12.8M in Q2 2026. 533 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Symphony Financial Services held 221,087 shares of Global X US Infrastructure Development ETF worth $11.6M as of Q3 2026.
Symphony Financial Services bought 3,216 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $180K.
Global X US Infrastructure Development ETF made up 4.95% of Symphony Financial Services's portfolio in Q3 2026, its #4 holding.
Symphony Financial Services first reported a position in Global X US Infrastructure Development ETF in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's Global X US Infrastructure Development ETF position peaked at $12.8M in Q2 2026.
533 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.