KPWS
GRID

Kestra Private Wealth Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Kestra Private Wealth 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 		$8.44M Buy
43,995
+21,121
+92% +$3.97M 0.09% 233
2026
Q1 		$3.74M Buy
22,874
+11,880
+108% +$1.97M 0.05% 392
2025
Q4 		$1.68M Buy
10,994
+1,457
+15% +$224K 0.02% 601
2025
Q3 		$1.44M Buy
9,537
+769
+9% +$111K 0.02% 635
2025
Q2 		$1.22M Buy
+8,768
New +$1.09M 0.02% 666

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

Kestra Private Wealth Services's GRID Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 92% in Q2 2026, buying an estimated $3.97M and bringing the position to 43,995 shares worth $8.44M. The position accounts for 0.09% of the portfolio, ranked #233.

Kestra Private Wealth Services first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Kestra Private Wealth Services held 43,995 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $8.44M as of Q2 2026.
  • Kestra Private Wealth Services bought 21,121 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.97M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of Kestra Private Wealth Services's portfolio in Q2 2026, its #233 holding.
  • Kestra Private Wealth Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 5 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.