BAM
GRID icon

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
Q3 		$1.77M Sell
9,989
-307
-3% -$55.5K 0.41% 54
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

BOS Asset Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3% in Q3 2026, selling an estimated $55.5K and leaving 9,989 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #54.

BOS Asset Management first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.97M in Q2 2026. 32 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • BOS Asset Management held 9,989 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.77M as of Q3 2026.
  • BOS Asset Management sold 307 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $55.5K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.41% of BOS Asset Management's portfolio in Q3 2026, its #54 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 3 quarters since.
  • BOS Asset Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.97M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

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