Creative Planning
GRID

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

Creative Planning’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 		$1.34M Buy
6,973
+2,458
+54% +$462K ﹤0.01% 2407
2026
Q1 		$739K Buy
4,515
+1,585
+54% +$263K ﹤0.01% 2710
2025
Q4 		$448K Buy
2,930
+740
+34% +$114K ﹤0.01% 2935
2025
Q3 		$331K Buy
2,190
+62
+3% +$8.92K ﹤0.01% 3065
2025
Q2 		$296K Buy
2,128
+87
+4% +$10.8K ﹤0.01% 2905
2025
Q1 		$231K Sell
2,041
-82
-4% -$9.82K ﹤0.01% 2954
2024
Q4 		$253K Buy
2,123
+382
+22% +$47.5K ﹤0.01% 2805
2024
Q3 		$221K Sell
1,741
-436
-20% -$52K ﹤0.01% 2752
2024
Q2 		$252K Buy
2,177
+344
+19% +$40.1K ﹤0.01% 2502
2024
Q1 		$210K Buy
+1,833
New +$195K ﹤0.01% 2529
2023
Q4 		– Sell
-2,597
Closed -$244K – 2901
2023
Q3 		$244K Buy
2,597
+136
+6% +$13.7K ﹤0.01% 2099
2023
Q2 		$259K Buy
+2,461
New +$244K ﹤0.01% 2024
2023
Q1 		– Sell
-2,401
Closed -$209K – 2704
2022
Q4 		$209K Buy
+2,401
New +$206K ﹤0.01% 1993
2022
Q2 		– Sell
-2,374
Closed -$223K – 2389
2022
Q1 		$223K Hold
2,374
– – ﹤0.01% 1826
2021
Q4 		$244K Sell
2,374
-124
-5% -$12.5K ﹤0.01% 1761
2021
Q3 		$231K Buy
+2,498
New +$241K ﹤0.01% 1771

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

Creative Planning's GRID Position: Q2 2026 in Review

Creative Planning increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 54% in Q2 2026, buying an estimated $462K and bringing the position to 6,973 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Creative Planning first reported a position in GRID in Q3 2021 and has held it in 16 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Creative Planning held 6,973 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.34M as of Q2 2026.
  • Creative Planning bought 2,458 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $462K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2407 holding.
  • Creative Planning first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 16 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.