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 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	$9.83M	Buy	205,781 +5,290	+3%	+$254K	5.04%	4
2025 Q3	$9.55M	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 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

Symphony Financial Services's PAVE Position: Q2 2026 in Review

Symphony Financial Services increased its Global X US Infrastructure Development ETF (PAVE) stake by 4.4% in Q2 2026, buying an estimated $517K and bringing the position to 217,871 shares worth $12.8M. The position accounts for 5.77% of the portfolio, ranked #4.

Symphony Financial Services first reported a position in PAVE in Q2 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Symphony Financial Services held 217,871 shares of Global X US Infrastructure Development ETF worth $12.8M as of Q2 2026.
Symphony Financial Services bought 9,213 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $517K.
Global X US Infrastructure Development ETF made up 5.77% of Symphony Financial Services's portfolio in Q2 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 9 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.