Unique Wealth Strategies’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Unique Wealth Strategies’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	$330K	Buy	5,609 +586	+12%	+$32.9K	0.12%	178
2026 Q1	$255K	Sell	5,023 -443	-8%	-$23.1K	0.1%	192
2025 Q4	$261K	Buy	5,466 +3	+0.1%	+$144	0.1%	190
2025 Q3	$260K	Buy	5,463 +29	+0.5%	+$1.33K	0.1%	195
2025 Q2	$237K	Sell	5,434 -341	-6%	-$13.6K	0.1%	188
2025 Q1	$218K	Sell	5,775 -821	-12%	-$33.3K	0.1%	175
2024 Q4	$267K	Sell	6,596 -92	-1%	-$3.94K	0.12%	175
2024 Q3	$275K	Buy	6,688 +227	+4%	+$8.73K	0.12%	186
2024 Q2	$257K	Hold	6,461	–	–	0.12%	169
2024 Q1	$257K	Buy	+6,461	New	+$234K	0.13%	169

Other funds holding PAVE

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Unique Wealth Strategies's PAVE Position: Q2 2026 in Review

Unique Wealth Strategies increased its Global X US Infrastructure Development ETF (PAVE) stake by 12% in Q2 2026, buying an estimated $32.9K and bringing the position to 5,609 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #178.

Unique Wealth Strategies first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. 307 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Unique Wealth Strategies held 5,609 shares of Global X US Infrastructure Development ETF worth $330K as of Q2 2026.
Unique Wealth Strategies bought 586 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $32.9K.
Global X US Infrastructure Development ETF made up 0.12% of Unique Wealth Strategies's portfolio in Q2 2026, its #178 holding.
Unique Wealth Strategies first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
307 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.