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

Continuum Advisory’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	$732K	Buy	3,817 +1,620	+74%	+$304K	0.06%	248
2026 Q1	$359K	Buy	2,197 +474	+28%	+$78.8K	0.03%	331
2025 Q4	$264K	Buy	1,723 +250	+17%	+$38.4K	0.03%	385
2025 Q3	$223K	Buy	+1,473	New	+$212K	0.02%	409
2025 Q2	–	Sell	-90	Closed	-$10.2K	–	870
2025 Q1	$10.2K	Buy	+90	New	+$10.8K	﹤0.01%	969
2024 Q4	–	Sell	-59	Closed	-$7.32K	–	1905
2024 Q3	$7.32K	Buy	+59	New	+$7.04K	﹤0.01%	1078
2023 Q4	–	Sell	-3,267	Closed	-$307K	–	466
2023 Q3	$307K	Buy	+3,267	New	+$330K	0.05%	358

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Continuum Advisory's GRID Position: Q2 2026 in Review

Continuum Advisory increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 74% in Q2 2026, buying an estimated $304K and bringing the position to 3,817 shares worth $732K. The position accounts for 0.06% of the portfolio, ranked #248.

Continuum Advisory first reported a position in GRID in Q3 2023 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Continuum Advisory held 3,817 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $732K as of Q2 2026.
Continuum Advisory bought 1,620 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $304K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Continuum Advisory's portfolio in Q2 2026, its #248 holding.
Continuum Advisory first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 7 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.