Advisor Resource Council PAVE — GLOBAL X US INFRASTRUCTURE

Ownership history in Advisor Resource Council  ·  14 quarters on record

AI Ownership Summary

Advisor Resource Council reported GLOBAL X US INFRASTRUCTURE (PAVE) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2023 Q4. The latest visible filing shows PAVE at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisor Resource Council's position in GLOBAL X US INFRASTRUCTURE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAVE was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAVE stock page Advisor Resource Council fund profile Advisor Resource Council full holdings
How Advisor Resource Council held PAVE — position size vs. price
% of Fund (quarterly)    PAVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 30,084 +1,675 +5.9% 0.49% $1.5M 2026-05-07 $56.81
2025 Q4 ADDED — — — 28,409 +10,802 +61.4% 0.52% $1.5M 2026-02-10 $55.26
2025 Q2 REDUCED 80.5% +8.4% ❌ 17,607 -72,559 -80.5% 0.30% $767K 2025-08-11 $45.20
2025 Q1 ADDED — — — 90,166 +65,318 +262.9% 0.22% $2.7M 2025-04-22 $35.90
2024 Q3 ADDED — — — 24,848 +3,433 +16.0% 0.46% $1.0M 2024-10-31 $40.60
2024 Q2 REDUCED 23.8% +11.2% ❌ 21,415 -6,679 -23.8% 0.00% $793K 2024-07-15 $38.17
2024 Q1 REDUCED 81.3% -8.4% ✅ 28,094 -121,898 -81.3% 0.41% $968K 2024-04-19 $36.74
2023 Q4 ADDED — — — 149,992 +140,961 +1560.9% 0.60% $5.2M 2024-01-12 $33.19
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PAVE

As of 2026 Q1 — sorted by position size

Moss Adams Wealth Advisors LLC 6.75% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.93% 360 Financial, Inc. 3Y 5.76% Symphony Financial Services, Inc. 5.44% Sage Capital Management, LLC 5.04% WASHINGTON GROWTH STRATEGIES LLC 4.21% RETIREMENT PLANNING GROUP, LLC / NY 3.88% PMG Wealth Management, Inc. 3.5% 5th Street Advisors, LLC 3Y 3.47% MFA WEALTH ADVISORS, LLC 3Y 7Y 3.36%

FAQ About Advisor Resource Council and PAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisor Resource Council reported owning PAVE?

Advisor Resource Council reported PAVE across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PAVE position in Advisor Resource Council's portfolio?

The largest reported portfolio weight for PAVE was 0.60% in 2023 Q4.

What is the latest reported PAVE position on this page?

The most recent filing on this page is 2026 Q1, when Advisor Resource Council reported 30,084 shares, equal to 0.49% of portfolio, with an estimated market value of $1.5M.

What does the chart on this PAVE ownership page compare?

The chart compares Advisor Resource Council's quarterly PAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisor Resource Council time their PAVE position?

Based on 13F filing dates vs. subsequent PAVE price moves, Advisor Resource Council correctly timed 7 out of 13 reported position changes (54%).

← Back to Advisor Resource Council Holdings