Altus Wealth Group
GRID icon

Altus Wealth Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Altus Wealth Group’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
Q3 		$220K Buy
1,242
+112
+10% +$20.2K 0.08% 134
2026
Q2 		$217K Buy
+1,130
New +$212K 0.08% 142

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Altus Wealth Group's GRID Position: Q3 2026 in Review

Altus Wealth Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9.9% in Q3 2026, buying an estimated $20.2K and bringing the position to 1,242 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #134.

Altus Wealth Group first reported a position in GRID in Q2 2026 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Altus Wealth Group held 1,242 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $220K as of Q3 2026.
  • Altus Wealth Group bought 112 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $20.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #134 holding.
  • Altus Wealth Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.