KWM
GRID

Kingsview Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Kingsview Wealth Management’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 		$9.93M Buy
51,767
+6,767
+15% +$1.27M 0.12% 143
2026
Q1 		$7.36M Buy
45,000
+6,975
+18% +$1.16M 0.1% 202
2025
Q4 		$5.82M Buy
38,025
+21,152
+125% +$3.25M 0.08% 251
2025
Q3 		$2.55M Buy
16,873
+1,437
+9% +$207K 0.04% 408
2025
Q2 		$2.15M Buy
15,436
+974
+7% +$121K 0.04% 428
2025
Q1 		$1.64M Buy
14,462
+494
+4% +$59.1K 0.03% 433
2024
Q4 		$1.67M Sell
13,968
-291
-2% -$36.2K 0.03% 428
2024
Q3 		$1.81M Buy
14,259
+349
+3% +$41.7K 0.04% 396
2024
Q2 		$1.61M Buy
13,910
+994
+8% +$116K 0.04% 397
2024
Q1 		$1.48M Buy
12,916
+1,030
+9% +$109K 0.04% 406
2023
Q4 		$1.24M Buy
11,886
+744
+7% +$70.4K 0.04% 403
2023
Q3 		$1.05M Buy
11,142
+2,690
+32% +$272K 0.04% 419
2023
Q2 		$889K Buy
8,452
+453
+6% +$44.9K 0.03% 442
2023
Q1 		$781K Buy
7,999
+738
+10% +$69.3K 0.03% 458
2022
Q4 		$633K Sell
7,261
-171
-2% -$14.7K 0.03% 447
2022
Q3 		$559K Sell
7,432
-349
-4% -$29.3K 0.03% 475
2022
Q2 		$603K Sell
7,781
-1,785
-19% -$151K 0.03% 494
2022
Q1 		$900K Buy
9,566
+30
+0.3% +$2.77K 0.04% 426
2021
Q4 		$979K Buy
9,536
+607
+7% +$61.1K 0.04% 413
2021
Q3 		$827K Buy
8,929
+185
+2% +$17.8K 0.04% 419
2021
Q2 		$814K Sell
8,744
-159
-2% -$14.2K 0.04% 424
2021
Q1 		$775K Buy
+8,903
New +$760K 0.04% 404

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

Kingsview Wealth Management's GRID Position: Q2 2026 in Review

Kingsview Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 15% in Q2 2026, buying an estimated $1.27M and bringing the position to 51,767 shares worth $9.93M. The position accounts for 0.12% of the portfolio, ranked #143.

Kingsview Wealth Management first reported a position in GRID in Q1 2021 and has held it in 22 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Kingsview Wealth Management held 51,767 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.93M as of Q2 2026.
  • Kingsview Wealth Management bought 6,767 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.27M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Kingsview Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 22 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.