GSIAS
GRID

Garden State Investment Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Garden State Investment Advisory Services’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 		$537K Buy
2,798
+192
+7% +$36.1K 0.1% 167
2026
Q1 		$426K Sell
2,606
-12,907
-83% -$2.15M 0.09% 170
2025
Q4 		$2.37M Buy
15,513
+11,882
+327% +$1.82M 0.52% 51
2025
Q3 		$549K Buy
+3,631
New +$522K 0.12% 144

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

Garden State Investment Advisory Services's GRID Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.4% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,798 shares worth $537K. The position accounts for 0.1% of the portfolio, ranked #167.

Garden State Investment Advisory Services first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Garden State Investment Advisory Services held 2,798 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $537K as of Q2 2026.
  • Garden State Investment Advisory Services bought 192 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $36.1K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.1% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #167 holding.
  • Garden State Investment Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 quarters since.
  • Garden State Investment Advisory Services's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.37M in Q4 2025.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.