CCFM
GRID

Clear Creek Financial Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Clear Creek Financial Management’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 		$7.57M Buy
39,489
+19,912
+102% +$3.74M 0.49% 49
2026
Q1 		$3.2M Buy
19,577
+6,658
+52% +$1.11M 0.25% 96
2025
Q4 		$1.98M Buy
12,919
+1,603
+14% +$246K 0.16% 138
2025
Q3 		$1.71M Buy
11,316
+1,064
+10% +$153K 0.15% 142
2025
Q2 		$1.43M Buy
10,252
+1,885
+23% +$234K 0.14% 170
2025
Q1 		$947K Buy
8,367
+2,440
+41% +$292K 0.1% 197
2024
Q4 		$707K Buy
5,927
+2,359
+66% +$294K 0.08% 238
2024
Q3 		$454K Buy
3,568
+675
+23% +$80.6K 0.05% 284
2024
Q2 		$334K Buy
2,893
+385
+15% +$44.8K 0.04% 319
2024
Q1 		$287K Buy
+2,508
New +$266K 0.04% 337
2021
Q4 		– Sell
-4,453
Closed -$412K – 370
2021
Q3 		$412K Sell
4,453
-46
-1% -$4.43K 0.07% 201
2021
Q2 		$417K Buy
+4,499
New +$403K 0.06% 194
2021
Q1 		– Sell
-4,202
Closed -$340K – 127
2020
Q4 		$340K Buy
+4,202
New +$303K 0.07% 223

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

Clear Creek Financial Management's GRID Position: Q2 2026 in Review

Clear Creek Financial Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 102% in Q2 2026, buying an estimated $3.74M and bringing the position to 39,489 shares worth $7.57M. The position accounts for 0.49% of the portfolio, ranked #49.

Clear Creek Financial Management first reported a position in GRID in Q4 2020 and has held it in 13 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Clear Creek Financial Management held 39,489 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.57M as of Q2 2026.
  • Clear Creek Financial Management bought 19,912 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.74M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.49% of Clear Creek Financial Management's portfolio in Q2 2026, its #49 holding.
  • Clear Creek Financial Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2020 and has held it in 13 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 Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.