BAM
GRID

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

BOS 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 		$1.97M Buy
10,296
+7,321
+246% +$1.38M 0.46% 50
2026
Q1 		$487K Buy
+2,975
New +$494K 0.12% 127

Other funds holding GRID

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

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

BOS Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 246% in Q2 2026, buying an estimated $1.38M and bringing the position to 10,296 shares worth $1.97M. The position accounts for 0.46% of the portfolio, ranked #50.

BOS Asset Management first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • BOS Asset Management held 10,296 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.97M as of Q2 2026.
  • BOS Asset Management bought 7,321 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.38M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.46% of BOS Asset Management's portfolio in Q2 2026, its #50 holding.
  • BOS Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.