CIBC Private Wealth Group
GRID

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

CIBC Private Wealth Group’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
2025
Q4 		$37.8K Buy
247
+77
+45% +$11.8K ﹤0.01% 1904
2025
Q3 		$25.7K Buy
170
+148
+673% +$21.3K ﹤0.01% 2063
2025
Q2 		$3.06K Hold
22
– – ﹤0.01% 2557
2025
Q1 		$2.24K Sell
22
-505
-96% -$60.5K ﹤0.01% 2656
2024
Q4 		$63.7K Buy
527
+433
+461% +$53.9K ﹤0.01% 1594
2024
Q3 		$12K Buy
+94
New +$11.2K ﹤0.01% 2350

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIBC Private Wealth Group's GRID Position: Q4 2025 in Review

CIBC Private Wealth Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 45% in Q4 2025, buying an estimated $11.8K and bringing the position to 247 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

CIBC Private Wealth Group first reported a position in GRID in Q3 2024 and has held it in 6 quarters since. The position peaked at $63.7K in Q4 2024. 462 funds tracked by Wall St. Rank hold GRID as of Q4 2025.

  • CIBC Private Wealth Group held 247 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $37.8K as of Q4 2025.
  • CIBC Private Wealth Group bought 77 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q4 2025, an estimated $11.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1904 holding.
  • CIBC Private Wealth Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $63.7K in Q4 2024.
  • 462 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.