Insigneo Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Insigneo Advisory Services’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	$4.51M	Buy	23,521 +21,550	+1,093%	+$4.05M	0.17%	94
2026 Q1	$322K	Sell	1,971 -122	-6%	-$20.3K	0.02%	481
2025 Q4	$320K	Buy	+2,093	New	+$321K	0.02%	488

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

Insigneo Advisory Services's GRID Position: Q2 2026 in Review

Insigneo Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1,093% in Q2 2026, buying an estimated $4.05M and bringing the position to 23,521 shares worth $4.51M. The position accounts for 0.17% of the portfolio, ranked #94.

Insigneo Advisory Services first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Insigneo Advisory Services held 23,521 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.51M as of Q2 2026.
Insigneo Advisory Services bought 21,550 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $4.05M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.17% of Insigneo Advisory Services's portfolio in Q2 2026, its #94 holding.
Insigneo Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 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 Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.