AG
GRID

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

AmeriFlex 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
Q2 		$153K Buy
797
+77
+11% +$14.5K 0.06% 257
2026
Q1 		$118K Buy
720
+508
+240% +$84.4K 0.06% 251
2025
Q4 		$32.4K Sell
212
-212
-50% -$32.5K 0.02% 508
2025
Q3 		$64.1K Buy
424
+212
+100% +$30.5K 0.02% 421
2025
Q2 		$29K Hold
212
– – 0.02% 491
2025
Q1 		$24K Hold
212
– – 0.01% 652
2024
Q4 		$25.6K Buy
+212
New +$26.4K 0.01% 580

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

AmeriFlex Group's GRID Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 11% in Q2 2026, buying an estimated $14.5K and bringing the position to 797 shares worth $153K. The position accounts for 0.06% of the portfolio, ranked #257.

AmeriFlex Group first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • AmeriFlex Group held 797 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $153K as of Q2 2026.
  • AmeriFlex Group bought 77 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $14.5K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #257 holding.
  • AmeriFlex Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.