WAUI
GRID

WELLINGTON-ALTUS USA INC.’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		– Sell
-658
Closed -$126K – 679
2026
Q1 		$126K Buy
+658
New +$109K 0.07% 212

Other funds holding GRID

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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

WELLINGTON-ALTUS USA INC.'s GRID Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 658 shares — an estimated $126K sold.

WELLINGTON-ALTUS USA INC. first reported a position in GRID in Q1 2026 and held it in 1 quarter. The position peaked at $126K in Q1 2026. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
  • WELLINGTON-ALTUS USA INC. sold 658 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $126K.
  • WELLINGTON-ALTUS USA INC. first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and held it in 1 quarter.
  • WELLINGTON-ALTUS USA INC.'s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $126K in Q1 2026.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.