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

Ameliora Wealth 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 Q2	$10.2M	Buy	53,168 +8,648	+19%	+$1.62M	3.03%	7
2026 Q1	$7.28M	Sell	44,520 -468	-1%	-$77.8K	2.32%	10
2025 Q4	$6.88M	Buy	44,988 +4,519	+11%	+$693K	2.1%	12
2025 Q3	$6.11M	Buy	40,469 +17,314	+75%	+$2.49M	2.04%	14
2025 Q2	$3.22M	Sell	23,155 -8,236	-26%	-$1.02M	1.15%	24
2025 Q1	$3.55M	Sell	31,391 -646	-2%	-$77.3K	1.34%	22
2024 Q4	$3.82M	Sell	32,037 -1,075	-3%	-$134K	1.43%	21
2024 Q3	$4.21M	Buy	33,112 +1,181	+4%	+$141K	1.76%	17
2024 Q2	$3.69M	Buy	+31,931	New	+$3.72M	1.68%	21

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameliora Wealth Management's GRID Position: Q2 2026 in Review

Ameliora Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q2 2026, buying an estimated $1.62M and bringing the position to 53,168 shares worth $10.2M. The position accounts for 3.03% of the portfolio, ranked #7.

Ameliora Wealth Management first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Ameliora Wealth Management held 53,168 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $10.2M as of Q2 2026.
Ameliora Wealth Management bought 8,648 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.62M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 3.03% of Ameliora Wealth Management's portfolio in Q2 2026, its #7 holding.
Ameliora Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.