Valley Wealth Managers’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Valley Wealth Managers’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	$10M	Buy	189,907 +21,065	+12%	+$1.18M	0.57%	50
2026 Q2	$9.9M	Buy	168,842 +137,029	+431%	+$7.69M	0.57%	51
2026 Q1	$1.62M	Sell	31,813 -5,037	-14%	-$262K	0.1%	121
2025 Q4	$1.76M	Buy	+36,850	New	+$1.77M	0.11%	121

Other funds holding PAVE

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

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Valley Wealth Managers's PAVE Position: Q3 2026 in Review

Valley Wealth Managers increased its Global X US Infrastructure Development ETF (PAVE) stake by 12% in Q3 2026, buying an estimated $1.18M and bringing the position to 189,907 shares worth $10M. The position accounts for 0.57% of the portfolio, ranked #50.

Valley Wealth Managers first reported a position in PAVE in Q4 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Valley Wealth Managers held 189,907 shares of Global X US Infrastructure Development ETF worth $10M as of Q3 2026.
Valley Wealth Managers bought 21,065 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $1.18M.
Global X US Infrastructure Development ETF made up 0.57% of Valley Wealth Managers's portfolio in Q3 2026, its #50 holding.
Valley Wealth Managers first reported a position in Global X US Infrastructure Development ETF in Q4 2025 and has held it in 4 quarters since.
162 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.