WT Wealth Management’s Global X US Infrastructure Development ETF PAVE Stock Holding History

WT Wealth Management’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	$6.47M	Buy	123,176 +21,685	+21%	+$1.21M	1.81%	15
2026 Q2	$5.98M	Buy	101,491 +634	+0.6%	+$35.6K	1.66%	16
2026 Q1	$5.12M	Buy	100,857 +11,464	+13%	+$597K	1.52%	20
2025 Q4	$4.27M	Sell	89,393 -2,577	-3%	-$124K	1.23%	25
2025 Q3	$4.38M	Sell	91,970 -4,420	-5%	-$203K	1.26%	24
2025 Q2	$4.2M	Buy	96,390 +9,547	+11%	+$382K	1.24%	24
2025 Q1	$3.28M	Buy	86,843 +27,858	+47%	+$1.13M	1.06%	29
2024 Q4	$2.38M	Buy	58,985 +2,222	+4%	+$95.2K	0.75%	40
2024 Q3	$2.41M	Buy	56,763 +1,657	+3%	+$63.7K	0.77%	40
2024 Q2	$2.04M	Sell	55,106 -2,009	-4%	-$76.8K	0.7%	48
2024 Q1	$2.27M	Sell	57,115 -1,646	-3%	-$59.6K	0.81%	37
2023 Q4	$2.03M	Sell	58,761 -32,058	-35%	-$998K	0.8%	39
2023 Q3	$2.76M	Buy	+90,819	New	+$2.87M	1.18%	18
2022 Q3	–	Sell	-61,638	Closed	-$1.41M	–	98
2022 Q2	$1.41M	Sell	61,638 -8,278	-12%	-$212K	0.69%	42
2022 Q1	$1.98M	Sell	69,916 -1,263	-2%	-$34.3K	0.76%	37
2021 Q4	$2.05M	Sell	71,179 -10,332	-13%	-$287K	0.75%	42
2021 Q3	$2.07M	Buy	81,511 +9,034	+12%	+$238K	0.8%	36
2021 Q2	$1.87M	Buy	72,477 +14,438	+25%	+$375K	0.76%	39
2021 Q1	$1.45M	Buy	+58,039	New	+$1.34M	0.67%	44

Other funds holding PAVE

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

IRC

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

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

TWM

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return

WT Wealth Management's PAVE Position: Q3 2026 in Review

WT Wealth Management increased its Global X US Infrastructure Development ETF (PAVE) stake by 21% in Q3 2026, buying an estimated $1.21M and bringing the position to 123,176 shares worth $6.47M. The position accounts for 1.81% of the portfolio, ranked #15.

WT Wealth Management first reported a position in PAVE in Q1 2021 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

WT Wealth Management held 123,176 shares of Global X US Infrastructure Development ETF worth $6.47M as of Q3 2026.
WT Wealth Management bought 21,685 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $1.21M.
Global X US Infrastructure Development ETF made up 1.81% of WT Wealth Management's portfolio in Q3 2026, its #15 holding.
WT Wealth Management first reported a position in Global X US Infrastructure Development ETF in Q1 2021 and has held it in 19 quarters since.
101 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.