CI Investments Inc
GRID

CI Investments Inc’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

CI Investments Inc’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 		$571K Sell
2,977
-100
-3% -$18.8K ﹤0.01% 612
2026
Q1 		$503K Buy
3,077
+100
+3% +$16.6K ﹤0.01% 484
2025
Q4 		$456K Buy
2,977
+200
+7% +$30.7K ﹤0.01% 506
2025
Q3 		$420K Sell
2,777
-200
-7% -$28.8K ﹤0.01% 543
2025
Q2 		$414K Sell
2,977
-600
-17% -$74.5K ﹤0.01% 554
2025
Q1 		$405K Buy
3,577
+100
+3% +$12K ﹤0.01% 567
2024
Q4 		$415K Buy
3,477
+200
+6% +$24.9K ﹤0.01% 542
2024
Q3 		$417K Sell
3,277
-100
-3% -$11.9K ﹤0.01% 518
2024
Q2 		$390K Sell
3,377
-75
-2% -$8.74K ﹤0.01% 514
2024
Q1 		$396K Buy
3,452
+275
+9% +$29.2K ﹤0.01% 520
2023
Q4 		$333K Sell
3,177
-50
-2% -$4.73K ﹤0.01% 518
2023
Q3 		$303K Buy
3,227
+560
+21% +$56.6K ﹤0.01% 534
2023
Q2 		$280K Sell
2,667
-50
-2% -$4.95K ﹤0.01% 581
2023
Q1 		$265K Sell
2,717
-175
-6% -$16.4K ﹤0.01% 541
2022
Q4 		$252K Sell
2,892
-350
-11% -$30K ﹤0.01% 561
2022
Q3 		$244K Buy
3,242
+425
+15% +$35.7K ﹤0.01% 554
2022
Q2 		$218K Buy
2,817
+400
+17% +$33.9K ﹤0.01% 594
2022
Q1 		$227K Buy
2,417
+895
+59% +$82.8K ﹤0.01% 679
2021
Q4 		$157K Buy
1,522
+1,047
+220% +$105K ﹤0.01% 807
2021
Q3 		$44K Buy
+475
New +$45.8K ﹤0.01% 985

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CI Investments Inc's GRID Position: Q2 2026 in Review

CI Investments Inc reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.2% in Q2 2026, selling an estimated $18.8K and leaving 2,977 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

CI Investments Inc first reported a position in GRID in Q3 2021 and has held it in 20 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • CI Investments Inc held 2,977 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $571K as of Q2 2026.
  • CI Investments Inc sold 100 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $18.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #612 holding.
  • CI Investments Inc first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 20 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.