GSWM
GRID

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

Golden State 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
Q1 		$2.37M Buy
14,517
+9,803
+208% +$1.63M 0.26% 79
2025
Q4 		$721K Buy
4,714
+3,479
+282% +$534K 0.08% 201
2025
Q3 		$187K Buy
1,235
+496
+67% +$71.4K 0.02% 392
2025
Q2 		$103K Buy
739
+272
+58% +$33.8K 0.01% 471
2025
Q1 		$52.8K Buy
467
+130
+39% +$15.6K 0.01% 583
2024
Q4 		$40.2K Buy
+337
New +$41.9K 0.01% 622

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Wealth Management's GRID Position: Q1 2026 in Review

Golden State Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 208% in Q1 2026, buying an estimated $1.63M and bringing the position to 14,517 shares worth $2.37M. The position accounts for 0.26% of the portfolio, ranked #79.

Golden State Wealth Management first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Golden State Wealth Management held 14,517 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.37M as of Q1 2026.
  • Golden State Wealth Management bought 9,803 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $1.63M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.26% of Golden State Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Golden State 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.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.