IPW
GRID

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

Impact Partnership Wealth’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 		$534K Buy
2,785
+1,484
+114% +$279K 0.05% 244
2026
Q1 		$213K Buy
+1,301
New +$216K 0.03% 335
2023
Q4 		– Sell
-47
Closed -$4.41K – 942
2023
Q3 		$4.41K Hold
47
– – ﹤0.01% 705
2023
Q2 		$4.94K Buy
+47
New +$4.66K ﹤0.01% 502

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

Impact Partnership Wealth's GRID Position: Q2 2026 in Review

Impact Partnership Wealth increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 114% in Q2 2026, buying an estimated $279K and bringing the position to 2,785 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #244.

Impact Partnership Wealth first reported a position in GRID in Q2 2023 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Impact Partnership Wealth held 2,785 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $534K as of Q2 2026.
  • Impact Partnership Wealth bought 1,484 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $279K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #244 holding.
  • Impact Partnership Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 4 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 Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.