GWM
GRID

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

GK 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 		$1.01M Buy
+5,263
New +$988K 0.53% 46
2026
Q1 		– Sell
-4,181
Closed -$640K – 111
2025
Q4 		$640K Buy
4,181
+167
+4% +$25.6K 0.42% 63
2025
Q3 		$607K Buy
4,014
+294
+8% +$42.3K 0.44% 56
2025
Q2 		$517K Sell
3,720
-194
-5% -$24.1K 0.47% 56
2025
Q1 		$443K Buy
3,914
+1,199
+44% +$144K 0.5% 52
2024
Q4 		$324K Buy
+2,715
New +$338K 0.41% 70

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

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

GK Wealth Management opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 5,263 shares worth $1.01M. The stake represents 0.53% of the portfolio and ranks #46 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in GRID as recently as Q4 2025.

GK Wealth Management first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • GK Wealth Management held 5,263 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.01M as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new GK Wealth Management position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.53% of GK Wealth Management's portfolio in Q2 2026, its #46 holding.
  • GK 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 6 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.