Cornerstone Planning Group
GRID icon

Cornerstone Planning Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Cornerstone Planning 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
2026
Q3 		$1.06M Buy
5,842
+104
+2% +$18.8K 0.13% 77
2026
Q2 		$1.04M Buy
5,738
+87
+2% +$16.3K 0.13% 73
2026
Q1 		$1.09M Buy
+5,651
New +$939K 0.15% 69

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Cornerstone Planning Group's GRID Position: Q3 2026 in Review

Cornerstone Planning Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.8% in Q3 2026, buying an estimated $18.8K and bringing the position to 5,842 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #77.

Cornerstone Planning Group first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 156 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Cornerstone Planning Group held 5,842 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.06M as of Q3 2026.
  • Cornerstone Planning Group bought 104 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $18.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.13% of Cornerstone Planning Group's portfolio in Q3 2026, its #77 holding.
  • Cornerstone Planning Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 3 quarters since.
  • Cornerstone Planning Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.09M in Q1 2026.
  • 156 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.