Golden State Equity Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Golden State Equity Partners’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	-1,547	Closed	-$253K	–	899
2026 Q1	$253K	Buy	+1,547	New	+$257K	0.02%	607
2025 Q4	–	Sell	-1,476	Closed	-$223K	–	503
2025 Q3	$223K	Buy	+1,476	New	+$212K	0.04%	409
2025 Q2	–	Sell	-1,909	Closed	-$216K	–	454
2025 Q1	$216K	Buy	+1,909	New	+$229K	0.04%	398

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Golden State Equity Partners's GRID Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 1,547 shares — an estimated $253K sold.

Golden State Equity Partners first reported a position in GRID in Q1 2025 and held it in 3 quarters. The position peaked at $253K in Q1 2026. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 1,547 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $253K.
Golden State Equity Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and held it in 3 quarters.
Golden State Equity Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $253K 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 Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.