Alaska Permanent Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Alaska Permanent Capital Management’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.95M	Buy	54,841 +3,940	+8%	+$655K	0.63%	18
2025 Q4	$7.79M	Sell	50,901 -787	-2%	-$121K	0.59%	19
2025 Q3	$7.79M	Buy	+51,688	New	+$7.44M	0.57%	19

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alaska Permanent Capital Management's GRID Position: Q1 2026 in Review

Alaska Permanent Capital Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.7% in Q1 2026, buying an estimated $655K and bringing the position to 54,841 shares worth $8.95M. The position accounts for 0.63% of the portfolio, ranked #18.

Alaska Permanent Capital Management first reported a position in GRID in Q3 2025 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Alaska Permanent Capital Management held 54,841 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $8.95M as of Q1 2026.
Alaska Permanent Capital Management bought 3,940 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $655K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.63% of Alaska Permanent Capital Management's portfolio in Q1 2026, its #18 holding.
Alaska Permanent Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 3 quarters since.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.