CAM
GRID

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

Cresset Asset 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 		$630K Buy
3,286
+861
+36% +$162K ﹤0.01% 1082
2026
Q1 		$397K Sell
2,425
-107
-4% -$17.8K ﹤0.01% 1167
2025
Q4 		$387K Buy
2,532
+504
+25% +$77.3K ﹤0.01% 1191
2025
Q3 		$306K Buy
2,028
+303
+18% +$43.6K ﹤0.01% 1226
2025
Q2 		$240K Sell
1,725
-456
-21% -$56.6K ﹤0.01% 1229
2025
Q1 		$247K Buy
2,181
+379
+21% +$45.4K ﹤0.01% 1425
2024
Q4 		$215K Sell
1,802
-7
-0.4% -$871 ﹤0.01% 1526
2024
Q3 		$230K Buy
+1,809
New +$216K ﹤0.01% 1928

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

Cresset Asset Management's GRID Position: Q2 2026 in Review

Cresset Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 36% in Q2 2026, buying an estimated $162K and bringing the position to 3,286 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Cresset Asset Management first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cresset Asset Management held 3,286 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $630K as of Q2 2026.
  • Cresset Asset Management bought 861 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $162K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1082 holding.
  • Cresset Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 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 Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.