Belpointe Asset Management
GRID icon

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
Q3 		$742K Buy
4,192
+995
+31% +$180K 0.02% 617
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Belpointe Asset Management's GRID Position: Q3 2026 in Review

Belpointe Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 31% in Q3 2026, buying an estimated $180K and bringing the position to 4,192 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #617.

Belpointe Asset Management first reported a position in GRID in Q4 2022 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Belpointe Asset Management held 4,192 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $742K as of Q3 2026.
  • Belpointe Asset Management bought 995 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $180K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Belpointe Asset Management's portfolio in Q3 2026, its #617 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 5 quarters since.
  • 509 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.