GK
GRID

Graney & King’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Graney & King’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 		$5.92M Buy
30,864
+2,288
+8% +$430K 2.13% 13
2026
Q1 		$4.67M Buy
28,576
+27,806
+3,611% +$4.62M 2.52% 12
2025
Q4 		$118K Buy
+770
New +$118K 0.07% 87

Other funds holding GRID

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

Graney & King's GRID Position: Q2 2026 in Review

Graney & King increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 8% in Q2 2026, buying an estimated $430K and bringing the position to 30,864 shares worth $5.92M. The position accounts for 2.13% of the portfolio, ranked #13.

Graney & King first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Graney & King held 30,864 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.92M as of Q2 2026.
  • Graney & King bought 2,288 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $430K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.13% of Graney & King's portfolio in Q2 2026, its #13 holding.
  • Graney & King first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.