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

Koshinski Asset 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	$876K	Buy	4,570 +255	+6%	+$47.9K	0.05%	324
2026 Q1	$706K	Buy	4,315 +723	+20%	+$120K	0.04%	346
2025 Q4	$550K	Buy	3,592 +2,264	+170%	+$347K	0.04%	400
2025 Q3	$201K	Buy	+1,328	New	+$191K	0.01%	696
2022 Q2	–	Sell	-1,360	Closed	-$128K	–	1148
2022 Q1	$128K	Hold	1,360	–	–	0.01%	735
2021 Q4	$140K	Hold	1,360	–	–	0.01%	737
2021 Q3	$126K	Buy	+1,360	New	+$131K	0.01%	759

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

Koshinski Asset Management's GRID Position: Q2 2026 in Review

Koshinski Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.9% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,570 shares worth $876K. The position accounts for 0.05% of the portfolio, ranked #324.

Koshinski Asset Management first reported a position in GRID in Q3 2021 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Koshinski Asset Management held 4,570 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $876K as of Q2 2026.
Koshinski Asset Management bought 255 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $47.9K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Koshinski Asset Management's portfolio in Q2 2026, its #324 holding.
Koshinski Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 7 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 Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.