Public ownership evidence

Global X U.S. Infrastructure Development ETF (PAVE) Ownership Disclosures

Read PAVE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Global X U.S. Infrastructure Development ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
53,682
Value (USD)
$2,025,424
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PAVE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PAVE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2953,682$2,025,424None
Corient Private Wealth LP2026-06-302026-08-2817,453$1,028,549None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-289,472$558,090None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-284,546$230,982None
Legacy Edge Advisors, LLC2025-09-302026-08-274,980$237,197None
CARLSON FINANCIAL, INC.2026-06-302026-08-2586,025$5,068,653None
CARLSON FINANCIAL, INC.2026-03-312026-08-2585,668$4,352,787None
CARLSON FINANCIAL, INC.2025-12-312026-08-2582,932$3,963,329None
Kingsview Wealth Management, LLC2026-06-302026-08-20105,470$6,214,271None
Archer Investment Corp2026-06-302026-08-20693$40,805None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20181,068$10,668,532None
Beacon Pointe Advisors, LLC2026-06-302026-08-1939,299$2,315,484None
Copia Wealth Management2026-06-302026-08-1930,818$1,815,797None
JDM Financial Group LLC2026-06-302026-08-19619$36,471None
Legacy Edge Advisors, LLC2025-06-302026-08-185,055$220,297None
Legacy Edge Advisors, LLC2025-03-312026-08-187,571$285,654None
Legacy Edge Advisors, LLC2024-09-302026-08-1812,092$497,707None
Legacy Edge Advisors, LLC2024-06-302026-08-1810,654$394,411None
Legacy Edge Advisors, LLC2024-12-312026-08-187,790$314,872None
Strive Financial Group ,LLC2026-06-302026-08-18110$6,481None
Comprehensive Money Management Services LLC2026-06-302026-08-1828,834$1,698,899None
Parvin Asset Management, LLC2026-06-302026-08-18865$50,966None
Corient Private Wealth LP2026-06-302026-08-1822,768$1,341,681None
Empowered Funds, LLC2026-06-302026-08-1835,227$2,075,575None
Empowered Funds, LLC2026-06-302026-08-18276$16,262None
Pure Financial Advisors, LLC2026-06-302026-08-184,693$276,512None
Transamerica Financial Advisors, LLC2026-06-302026-08-1831,167$1,836,474None
Equitable Holdings, Inc.2026-06-302026-08-18449,071$26,459,256None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1820,174$1,189,000None
Oakmont Investment Advisors, Inc.2025-12-312026-08-155,480$261,892None
Steelhead Wealth Management LLC2026-06-302026-08-1552,699$3,105,000None
Forum Finance Group S.A.2026-06-302026-08-15650$31,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1512,397$730,432None
EFG International AG2026-06-302026-08-1580,000$4,713,600None
EFG International AG2026-06-302026-08-152,000$117,840None
Ascent Advisors, LLC2026-06-302026-08-1515,128$872,583None
AMERIFLEX GROUP, INC.2026-06-302026-08-15607$35,766None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15200$11,784None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1525,724$1,513,857None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1523,222$1,368,240None
Modern Wealth Management, LLC2026-06-302026-08-1515,179$894,347None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-153,769$222,067None
Basecamp Wealth Advisors LLC2026-06-302026-08-151,019$60,017None
Mutual Advisors, LLC2026-06-302026-08-1538,299$2,256,589None
Advyzon Investment Management, LLC2026-06-302026-08-152,715$159,942None
Advyzon Investment Management, LLC2026-06-302026-08-154,605$271,316None
Nemes Rush Group LLC2026-06-302026-08-15182$10,702None
Quarry LP2026-06-302026-08-15570$33,584None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1529,296$1,726,120None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1541,228$2,429,154None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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