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Valeo Financial Advisors’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Valeo Financial Advisors’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 		$224K Sell
3,794
-175
-4% -$9.82K ﹤0.01% 730
2026
Q1 		$202K Buy
+3,969
New +$207K ﹤0.01% 692
2021
Q2 		– Sell
-7,000
Closed -$175K – 1416
2021
Q1 		$175K Buy
+7,000
New +$161K 0.01% 476

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valeo Financial Advisors's PAVE Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Global X US Infrastructure Development ETF (PAVE) stake by 4.4% in Q2 2026, selling an estimated $9.82K and leaving 3,794 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Valeo Financial Advisors first reported a position in PAVE in Q1 2021 and has held it in 3 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

  • Valeo Financial Advisors held 3,794 shares of Global X US Infrastructure Development ETF worth $224K as of Q2 2026.
  • Valeo Financial Advisors sold 175 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $9.82K.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #730 holding.
  • Valeo Financial Advisors first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 3 quarters since.
  • 820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.