HKIMG
GRID

Hutchens & Kramer Investment Management Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$9.02M Sell
47,039
-378
-0.8% -$71K 2.42% 12
2026
Q1 		$7.76M Buy
47,417
+36,416
+331% +$6.05M 2.45% 10
2025
Q4 		$1.68M Buy
+11,001
New +$1.69M 0.58% 34

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

Hutchens & Kramer Investment Management Group's GRID Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.8% in Q2 2026, selling an estimated $71K and leaving 47,039 shares worth $9.02M. The position accounts for 2.42% of the portfolio, ranked #12.

Hutchens & Kramer Investment Management Group first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 47,039 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.02M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 378 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $71K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.42% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #12 holding.
  • Hutchens & Kramer Investment Management Group 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.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.