BW
GRID

Bravera Wealth’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bravera Wealth’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 		$87.2K Buy
455
+50
+12% +$9.39K 0.03% 154
2026
Q1 		$66.3K Buy
405
+125
+45% +$20.8K 0.03% 174
2025
Q4 		$42.8K Buy
+280
New +$43K 0.02% 185

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Bravera Wealth's GRID Position: Q2 2026 in Review

Bravera Wealth increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, buying an estimated $9.39K and bringing the position to 455 shares worth $87.2K. The position accounts for 0.03% of the portfolio, ranked #154.

Bravera Wealth first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Bravera Wealth held 455 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $87.2K as of Q2 2026.
  • Bravera Wealth bought 50 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $9.39K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #154 holding.
  • Bravera Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.