Aveo Capital Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Aveo Capital Partners’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
2025 Q2	–	Sell	-2,648	Closed	-$323K	–	69
2025 Q1	$323K	Sell	2,648 -33,331	-93%	-$3.99M	0.05%	138
2024 Q4	$4.29M	Buy	35,979 +2,162	+6%	+$269K	0.47%	59
2024 Q3	$4.3M	Buy	33,817 +1,204	+4%	+$144K	0.46%	64
2024 Q2	$3.77M	Buy	+32,613	New	+$3.8M	0.43%	68
2023 Q4	–	Sell	-37,582	Closed	-$3.53M	–	355
2023 Q3	$3.53M	Buy	+37,582	New	+$3.8M	0.46%	66

Other funds holding GRID

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Aveo Capital Partners's GRID Position: Q2 2025 in Review

Aveo Capital Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025, closing a stake of 2,648 shares — an estimated $323K sold.

Aveo Capital Partners first reported a position in GRID in Q3 2023 and held it in 5 quarters. The position peaked at $4.3M in Q3 2024. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

Aveo Capital Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 2,648 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2025, an estimated $323K.
Aveo Capital Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and held it in 5 quarters.
Aveo Capital Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $4.3M in Q3 2024.
314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.