Boyer Financial Services
GRID icon

Boyer Financial Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Boyer Financial Services’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 		$277K Buy
1,565
+82
+6% +$14.8K 0.22% 49
2026
Q2 		$273K Buy
+1,483
New +$279K 0.23% 43

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Boyer Financial Services's GRID Position: Q3 2026 in Review

Boyer Financial Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.5% in Q3 2026, buying an estimated $14.8K and bringing the position to 1,565 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #49.

Boyer Financial Services first reported a position in GRID in Q2 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Boyer Financial Services held 1,565 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $277K as of Q3 2026.
  • Boyer Financial Services bought 82 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $14.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.22% of Boyer Financial Services's portfolio in Q3 2026, its #49 holding.
  • Boyer Financial Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.