KIA
GRID

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

Kraematon Investment 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 		$2.75M Buy
14,323
+143
+1% +$26.9K 2.05% 15
2026
Q1 		$2.32M Sell
14,180
-285
-2% -$47.4K 1.89% 17
2025
Q4 		$2.21M Buy
14,465
+443
+3% +$68K 1.76% 18
2025
Q3 		$2.12M Buy
14,022
+1,093
+8% +$157K 1.81% 18
2025
Q2 		$1.8M Sell
12,929
-140
-1% -$17.4K 1.7% 20
2025
Q1 		$1.48M Sell
13,069
-333
-2% -$39.9K 1.5% 22
2024
Q4 		$1.6M Sell
13,402
-60
-0.4% -$7.47K 1.58% 21
2024
Q3 		$1.71M Sell
13,462
-167
-1% -$19.9K 1.68% 21
2024
Q2 		$1.58M Sell
13,629
-143
-1% -$16.7K 1.6% 20
2024
Q1 		$1.58M Sell
13,772
-775
-5% -$82.3K 1.59% 22
2023
Q4 		$1.52M Sell
14,547
-297
-2% -$28.1K 1.68% 20
2023
Q3 		$1.39M Sell
14,844
-298
-2% -$30.1K 1.72% 18
2023
Q2 		$1.59M Sell
15,142
-121
-0.8% -$12K 1.75% 18
2023
Q1 		$1.49M Sell
15,263
-751
-5% -$70.5K 1.72% 20
2022
Q4 		$1.4M Buy
16,014
+749
+5% +$64.2K 1.52% 20
2022
Q3 		$1.15M Sell
15,265
-426
-3% -$35.7K 1.48% 21
2022
Q2 		$1.22M Sell
15,691
-354
-2% -$30K 1.41% 25
2022
Q1 		$1.51M Sell
16,045
-151
-0.9% -$14K 1.44% 25
2021
Q4 		$1.66M Buy
+16,196
New +$1.63M 1.49% 23

Other funds holding GRID

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

Kraematon Investment Advisors's GRID Position: Q2 2026 in Review

Kraematon Investment Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1% in Q2 2026, buying an estimated $26.9K and bringing the position to 14,323 shares worth $2.75M. The position accounts for 2.05% of the portfolio, ranked #15.

Kraematon Investment Advisors first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Kraematon Investment Advisors held 14,323 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.75M as of Q2 2026.
  • Kraematon Investment Advisors bought 143 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $26.9K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.05% of Kraematon Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Kraematon Investment Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 19 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 Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.