CWM
GRID

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

Cornerstone Wealth 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 		$3.66M Buy
19,069
+947
+5% +$178K 0.16% 137
2026
Q1 		$2.96M Buy
18,122
+2,474
+16% +$411K 0.15% 146
2025
Q4 		$2.39M Buy
15,648
+810
+5% +$124K 0.12% 161
2025
Q3 		$2.24M Buy
14,838
+2,415
+19% +$347K 0.12% 154
2025
Q2 		$1.73M Buy
12,423
+2,055
+20% +$255K 0.1% 169
2025
Q1 		$1.17M Buy
10,368
+7,799
+304% +$934K 0.08% 213
2024
Q4 		$307K Buy
+2,569
New +$320K 0.02% 462

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

Cornerstone Wealth Management's GRID Position: Q2 2026 in Review

Cornerstone Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.2% in Q2 2026, buying an estimated $178K and bringing the position to 19,069 shares worth $3.66M. The position accounts for 0.16% of the portfolio, ranked #137.

Cornerstone Wealth Management first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cornerstone Wealth Management held 19,069 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.66M as of Q2 2026.
  • Cornerstone Wealth Management bought 947 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $178K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.16% of Cornerstone Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Cornerstone Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 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 Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.