IAA
GRID

Independent Advisor Alliance’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Independent Advisor Alliance’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 		$241K Sell
1,255
-291,257
-100% -$54.7M 0.01% 907
2026
Q1 		$47.8M Buy
+292,512
New +$48.6M 0.51% 39
2025
Q1 		– Sell
-21,626
Closed -$2.58M – 1032
2024
Q4 		$2.58M Buy
+21,626
New +$2.69M 0.03% 448

Other funds holding GRID

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

Independent Advisor Alliance's GRID Position: Q2 2026 in Review

Independent Advisor Alliance reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 100% in Q2 2026, selling an estimated $54.7M and leaving 1,255 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #907.

Independent Advisor Alliance first reported a position in GRID in Q4 2024 and has held it in 3 quarters since. The position peaked at $47.8M in Q1 2026. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Independent Advisor Alliance held 1,255 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $241K as of Q2 2026.
  • Independent Advisor Alliance sold 291,257 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $54.7M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #907 holding.
  • Independent Advisor Alliance first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 3 quarters since.
  • Independent Advisor Alliance's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $47.8M in Q1 2026.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.