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

IMG 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 Q2	$192	Hold	1	–	–	﹤0.01%	539
2026 Q1	$164	Hold	1	–	–	﹤0.01%	501
2025 Q4	$153	Hold	1	–	–	﹤0.01%	583
2025 Q3	$151	Hold	1	–	–	﹤0.01%	549
2025 Q2	$139	Hold	1	–	–	﹤0.01%	480
2025 Q1	$113	Hold	1	–	–	﹤0.01%	289
2024 Q4	$119	Buy	+1	New	+$124	﹤0.01%	256

Other funds holding GRID

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IMG Wealth Management's GRID Position: Q2 2026 in Review

IMG Wealth Management held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 1 share worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #539.

IMG Wealth Management first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

IMG Wealth Management held 1 share of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $192 as of Q2 2026.
IMG Wealth Management left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #539 holding.
IMG 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 7 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.