JNBA Financial Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

JNBA Financial Advisors’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	$177K	Buy	923 +155	+20%	+$29.1K	0.01%	203
2026 Q1	$126K	Buy	768 +153	+25%	+$25.4K	0.01%	220
2025 Q4	$94.1K	Buy	615 +369	+150%	+$56.6K	0.01%	245
2025 Q3	$37.2K	Buy	246 +227	+1,195%	+$32.7K	﹤0.01%	340
2025 Q2	$2.64K	Buy	+19	New	+$2.36K	﹤0.01%	580
2024 Q1	–	Sell	-158	Closed	-$16.5K	–	691
2023 Q4	$16.5K	Hold	158	–	–	﹤0.01%	413
2023 Q3	$14.8K	Hold	158	–	–	﹤0.01%	420
2023 Q2	$16.6K	Hold	158	–	–	﹤0.01%	408
2023 Q1	$15.4K	Hold	158	–	–	﹤0.01%	423
2022 Q4	$13.8K	Hold	158	–	–	﹤0.01%	420
2022 Q3	$12K	Hold	158	–	–	﹤0.01%	440
2022 Q2	$12K	Buy	+158	New	+$13.4K	﹤0.01%	468

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

JNBA Financial Advisors's GRID Position: Q2 2026 in Review

JNBA Financial Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q2 2026, buying an estimated $29.1K and bringing the position to 923 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #203.

JNBA Financial Advisors first reported a position in GRID in Q2 2022 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

JNBA Financial Advisors held 923 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $177K as of Q2 2026.
JNBA Financial Advisors bought 155 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $29.1K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #203 holding.
JNBA Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2022 and has held it in 12 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 JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.