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

Belpointe Asset 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	$613K	Buy	+3,197	New	+$600K	0.02%	650
2024 Q4	–	Sell	-4	Closed	-$475	–	902
2024 Q3	$475	Buy	+4	New	+$477	﹤0.01%	909
2023 Q2	–	Sell	-10	Closed	-$977	–	1692
2023 Q1	$977	Hold	10	–	–	﹤0.01%	3483
2022 Q4	$872	Buy	+10	New	+$857	﹤0.01%	3467

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Belpointe Asset Management's GRID Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 3,197 shares worth $613K. The stake represents 0.02% of the portfolio and ranks #650 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in GRID as recently as Q3 2024.

Belpointe Asset Management first reported a position in GRID in Q4 2022 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Belpointe Asset Management held 3,197 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $613K as of Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Belpointe Asset Management position in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #650 holding.
Belpointe Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and has held it in 4 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 Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.