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

Columbus Macro’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 Q3	$671K	Sell	3,788 -419	-10%	-$75.7K	0.07%	169
2026 Q2	$807K	Buy	4,207 +2,279	+118%	+$428K	0.08%	157
2026 Q1	$315K	Buy	1,928 +232	+14%	+$38.6K	0.03%	180
2025 Q4	$260K	Buy	+1,696	New	+$260K	0.03%	190
2024 Q4	–	Sell	-5,028	Closed	-$640K	–	211
2024 Q3	$640K	Buy	+5,028	New	+$600K	0.23%	123
2022 Q1	–	Sell	-8,326	Closed	-$855K	–	171
2021 Q4	$855K	Sell	8,326 -391	-4%	-$39.3K	0.29%	101
2021 Q3	$807K	Buy	8,717 +4	+0%	+$386	0.27%	103
2021 Q2	$807K	Buy	+8,713	New	+$780K	0.25%	108

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Columbus Macro's GRID Position: Q3 2026 in Review

Columbus Macro reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 10% in Q3 2026, selling an estimated $75.7K and leaving 3,788 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #169.

Columbus Macro first reported a position in GRID in Q2 2021 and has held it in 8 quarters since. The position peaked at $855K in Q4 2021. 117 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Columbus Macro held 3,788 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $671K as of Q3 2026.
Columbus Macro sold 419 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $75.7K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Columbus Macro's portfolio in Q3 2026, its #169 holding.
Columbus Macro first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and has held it in 8 quarters since.
Columbus Macro's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $855K in Q4 2021.
117 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.