Carson Wealth (CWM LLC)
GRID

Carson Wealth (CWM LLC)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.58M Buy
9,659
+796
+9% +$132K ﹤0.01% 1304
2025
Q4 		$1.36M Buy
8,863
+2,499
+39% +$383K ﹤0.01% 1337
2025
Q3 		$961K Buy
6,364
+1,309
+26% +$188K ﹤0.01% 1433
2025
Q2 		$703K Buy
5,055
+141
+3% +$17.5K ﹤0.01% 1433
2025
Q1 		$556K Buy
4,914
+613
+14% +$73.4K ﹤0.01% 1406
2024
Q4 		$513K Buy
4,301
+258
+6% +$32.1K ﹤0.01% 1371
2024
Q3 		$514K Sell
4,043
-347
-8% -$41.4K ﹤0.01% 1305
2024
Q2 		$507K Sell
4,390
-38
-0.9% -$4.43K ﹤0.01% 1192
2024
Q1 		$507K Hold
4,428
– – ﹤0.01% 1134
2023
Q4 		$464K Sell
4,428
-108
-2% -$10.2K ﹤0.01% 1092
2023
Q3 		$426K Sell
4,536
-42
-0.9% -$4.24K ﹤0.01% 1033
2023
Q2 		$481K Hold
4,578
– – ﹤0.01% 952
2023
Q1 		$447K Hold
4,578
– – ﹤0.01% 922
2022
Q4 		$399K Sell
4,578
-41
-0.9% -$3.52K ﹤0.01% 878
2022
Q3 		$348K Buy
4,619
+1
+0% +$84 ﹤0.01% 856
2022
Q2 		$358K Buy
4,618
+1
+0% +$85 ﹤0.01% 831
2022
Q1 		$434K Buy
4,617
+189
+4% +$17.5K ﹤0.01% 773
2021
Q4 		$455K Buy
+4,428
New +$446K ﹤0.01% 754
2021
Q2 		$115K Hold
1,246
– – ﹤0.01% 1088
2021
Q1 		$115K Hold
1,246
– – ﹤0.01% 1088
2020
Q4 		$115K Hold
1,246
– – ﹤0.01% 1088
2020
Q3 		$115K Hold
1,246
– – ﹤0.01% 1088
2020
Q2 		$115K Hold
1,246
– – ﹤0.01% 1088
2020
Q1 		$115K Hold
1,246
– – ﹤0.01% 1088
2019
Q4 		$115K Hold
1,246
– – ﹤0.01% 1088
2019
Q3 		$115K Hold
1,246
– – ﹤0.01% 1088
2019
Q2 		$115K Hold
1,246
– – ﹤0.01% 1088
2019
Q1 		$115K Buy
+1,246
New +$54.3K ﹤0.01% 1088

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GRID Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9% in Q1 2026, buying an estimated $132K and bringing the position to 9,659 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Carson Wealth (CWM LLC) first reported a position in GRID in Q1 2019 and has held it in 28 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,659 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.58M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 796 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $132K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1304 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2019 and has held it in 28 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.