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

Lodestone 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 Q3	$2.14K	Hold	12	–	–	﹤0.01%	696
2026 Q2	$2.31K	Hold	12	–	–	﹤0.01%	671
2026 Q1	$1.96K	Buy	+12	New	+$2K	﹤0.01%	673

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Lodestone Wealth Management's GRID Position: Q3 2026 in Review

Lodestone Wealth Management held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 12 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Lodestone Wealth Management first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.31K in Q2 2026. 245 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Lodestone Wealth Management held 12 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.14K as of Q3 2026.
Lodestone Wealth Management left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #696 holding.
Lodestone Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 3 quarters since.
Lodestone Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.31K in Q2 2026.
245 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.