IWM
GRID

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

IHT 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 		$1.21M Sell
7,428
-48
-0.6% -$7.98K 0.03% 510
2025
Q4 		$1.15M Sell
7,476
-197
-3% -$30.2K 0.03% 504
2025
Q3 		$1.16M Buy
7,673
+42
+0.6% +$6.04K 0.03% 492
2025
Q2 		$1.06M Buy
7,631
+101
+1% +$12.5K 0.03% 486
2025
Q1 		$853K Sell
7,530
-287
-4% -$34.4K 0.03% 511
2024
Q4 		$933K Buy
7,817
+3,565
+84% +$444K 0.03% 476
2024
Q3 		$541K Buy
4,252
+782
+23% +$93.3K 0.02% 704
2024
Q2 		$401K Buy
3,470
+481
+16% +$56K 0.01% 702
2024
Q1 		$343K Sell
2,989
-601
-17% -$63.8K 0.01% 757
2023
Q4 		$376K Sell
3,590
-8,921
-71% -$844K 0.02% 691
2023
Q3 		$1.17M Buy
12,511
+479
+4% +$48.4K 0.06% 316
2023
Q2 		$1.26M Buy
12,032
+296
+3% +$29.3K 0.07% 283
2023
Q1 		$1.15M Sell
11,736
-57,600
-83% -$5.41M 0.07% 278
2022
Q4 		$6.05M Buy
69,336
+53,834
+347% +$4.61M 0.38% 55
2022
Q3 		$1.17M Buy
15,502
+464
+3% +$38.9K 0.09% 251
2022
Q2 		$1.17M Sell
15,038
-20
-0.1% -$1.7K 0.1% 211
2022
Q1 		$1.42M Buy
15,058
+2,083
+16% +$193K 0.11% 190
2021
Q4 		$1.33M Sell
12,975
-234
-2% -$23.5K 0.1% 204
2021
Q3 		$1.22M Buy
13,209
+4,091
+45% +$394K 0.1% 204
2021
Q2 		$844K Buy
9,118
+1,938
+27% +$173K 0.05% 364
2021
Q1 		$620K Buy
+7,180
New +$613K 0.04% 389

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

IHT Wealth Management's GRID Position: Q1 2026 in Review

IHT Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.64% in Q1 2026, selling an estimated $7.98K and leaving 7,428 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #510.

IHT Wealth Management first reported a position in GRID in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.05M in Q4 2022. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • IHT Wealth Management held 7,428 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.21M as of Q1 2026.
  • IHT Wealth Management sold 48 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $7.98K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #510 holding.
  • IHT Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 21 quarters since.
  • IHT Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.05M in Q4 2022.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.