AWM
GRID

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

Avior 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 		$4.35M Buy
22,676
+9,611
+74% +$1.81M 0.11% 162
2026
Q1 		$2.14M Buy
13,065
+5,694
+77% +$946K 0.06% 243
2025
Q4 		$1.13M Buy
7,371
+3,822
+108% +$586K 0.04% 291
2025
Q3 		$536K Buy
+3,549
New +$511K 0.02% 423
2024
Q3 		– Sell
-58
Closed -$6.7K – 2355
2024
Q2 		$6.7K Buy
+58
New +$6.76K ﹤0.01% 1638
2024
Q1 		– Sell
-3
Closed -$314 – 3852
2023
Q4 		$314 Hold
3
– – ﹤0.01% 1453
2023
Q3 		$281 Hold
3
– – ﹤0.01% 1528
2023
Q2 		$315 Hold
3
– – ﹤0.01% 1490
2023
Q1 		$292 Buy
+3
New +$282 ﹤0.01% 1549

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

Avior Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 74% in Q2 2026, buying an estimated $1.81M and bringing the position to 22,676 shares worth $4.35M. The position accounts for 0.11% of the portfolio, ranked #162.

Avior Wealth Management first reported a position in GRID in Q1 2023 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Avior Wealth Management held 22,676 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.35M as of Q2 2026.
  • Avior Wealth Management bought 9,611 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.81M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Avior Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2023 and has held it in 9 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.