AssetMark Inc
QCLN icon

AssetMark Inc’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

AssetMark Inc’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5K Buy
253
+77
+44% +$4.53K ﹤0.01% 2289
2026
Q1 		$8.18K Buy
176
+76
+76% +$3.7K ﹤0.01% 2389
2025
Q4 		$4.46K Hold
100
– – ﹤0.01% 2503
2025
Q3 		$4.2K Buy
+100
New +$3.72K ﹤0.01% 2404
2023
Q4 		– Sell
-4,949
Closed -$211K – 1982
2023
Q3 		$211K Buy
+4,949
New +$242K ﹤0.01% 866

Other funds holding QCLN

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

AssetMark Inc's QCLN Position: Q2 2026 in Review

AssetMark Inc increased its First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) stake by 44% in Q2 2026, buying an estimated $4.53K and bringing the position to 253 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

AssetMark Inc first reported a position in QCLN in Q3 2023 and has held it in 5 quarters since. The position peaked at $211K in Q3 2023. 78 funds tracked by Wall St. Rank hold QCLN as of Q2 2026.

  • AssetMark Inc held 253 shares of First Trust NASDAQ Clean Edge Green Energy Index Fund worth $15.5K as of Q2 2026.
  • AssetMark Inc bought 77 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2026, an estimated $4.53K.
  • First Trust NASDAQ Clean Edge Green Energy Index Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2289 holding.
  • AssetMark Inc first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2023 and has held it in 5 quarters since.
  • AssetMark Inc's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $211K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.