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
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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

GWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belpointe Asset Management's GRID Position: Q4 2024 in Review

Belpointe Asset Management sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2024, closing a stake of 4 shares — an estimated $475 sold.

Belpointe Asset Management first reported a position in GRID in Q4 2022 and held it in 3 quarters. The position peaked at $977 in Q1 2023. 293 funds tracked by Wall St. Rank hold GRID as of Q4 2024.

Belpointe Asset Management reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q4 2024 after selling out during the quarter.
Belpointe Asset Management sold 4 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2024, an estimated $475.
Belpointe Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and held it in 3 quarters.
Belpointe Asset Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $977 in Q1 2023.
293 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.