Impact Partnership Wealth
GRID icon

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
Q3 		$758K Buy
4,279
+1,494
+54% +$270K 0.07% 201
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Impact Partnership Wealth's GRID Position: Q3 2026 in Review

Impact Partnership Wealth increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 54% in Q3 2026, buying an estimated $270K and bringing the position to 4,279 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #201.

Impact Partnership Wealth first reported a position in GRID in Q2 2023 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Impact Partnership Wealth held 4,279 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $758K as of Q3 2026.
  • Impact Partnership Wealth bought 1,494 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $270K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Impact Partnership Wealth's portfolio in Q3 2026, its #201 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 5 quarters since.
  • 438 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.