PAVE — GLOBAL X FDS US INFR DEV ETF

Ownership history in Paladin Advisory Group, LLC  ·  17 quarters on record

AI Ownership Summary

Paladin Advisory Group, LLC reported GLOBAL X FDS US INFR DEV ETF (PAVE) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.76% in 2025 Q3. The latest visible filing shows PAVE at 2.53% 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 Paladin Advisory Group, LLC's position in GLOBAL X FDS US INFR DEV ETF, 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
2025 Q4

PAVE was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2025 Q3

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 2025 Q4

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 Paladin Advisory Group, LLC fund profile Paladin Advisory Group, LLC full holdings
How Paladin Advisory Group, LLC held PAVE — position size vs. price
% of Fund (quarterly)    PAVE price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 72,598 -1,815 -2.4% 2.53% $3.5M 2026-02-14 (Est.) $55.12
2025 Q3 REDUCED 74,413 -815 -1.1% 2.76% $3.5M 2025-11-05 $47.58
2025 Q2 REDUCED 75,228 -1,439 -1.9% 2.50% $3.3M 2025-08-06 $44.98
2025 Q1 ADDED 76,667 +30 +0.0% 2.31% $2.9M 2025-04-15 $36.14
2024 Q4 REDUCED 76,637 -391 -0.5% 2.37% $3.1M 2025-01-23 $43.41
2024 Q3 ADDED 77,028 +3,374 +4.6% 2.34% $3.2M 2024-11-05 $41.83
2024 Q2 ADDED 73,654 +4,042 +5.8% 2.09% $2.7M 2024-07-24 $37.43
2024 Q1 REDUCED 69,612 -292 -0.4% 2.17% $2.8M 2024-05-08 $38.26
2023 Q4 ADDED 69,904 +404 +0.6% 1.99% $2.4M 2024-01-31 $33.81
8 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

Lake Hills Wealth Management, LLC 3Y 3.1% Cooper Financial Group 3Y 7Y 2.83% Deane Retirement Strategies, Inc. 3Y 7Y 2.03% Teamwork Financial Advisors, LLC 3Y 1.93% Investors Research Corp 3Y 7Y 1.88% Breachway Investments LLC 1.29% Financial Partners Group, Inc 3Y 7Y 1.12% High Point Wealth Management, LLC 1.07% Capital Advantage, Inc. 3Y 7Y 0.79% Allodium Investment Consultants, LLC 0.67%

FAQ About Paladin Advisory Group, LLC and PAVE

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

How long has Paladin Advisory Group, LLC reported owning PAVE?

Paladin Advisory Group, LLC reported PAVE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PAVE position in Paladin Advisory Group, LLC's portfolio?

The largest reported portfolio weight for PAVE was 2.76% in 2025 Q3.

What is the latest reported PAVE position on this page?

The most recent filing on this page is 2025 Q4, when Paladin Advisory Group, LLC reported 72,598 shares, equal to 2.53% of portfolio, with an estimated market value of $3.5M.

What does the chart on this PAVE ownership page compare?

The chart compares Paladin Advisory Group, LLC'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.

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