MWM
GRID

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

Mascoma 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 		$19K Hold
99
– – ﹤0.01% 268
2026
Q1 		$16.2K Hold
99
– – ﹤0.01% 278
2025
Q4 		$15.1K Hold
99
– – ﹤0.01% 278
2025
Q3 		$15K Sell
99
-189
-66% -$27.2K ﹤0.01% 289
2025
Q2 		$40K Hold
288
– – 0.01% 206
2025
Q1 		$32.6K Hold
288
– – 0.01% 224
2024
Q4 		$34.4K Hold
288
– – 0.01% 231
2024
Q3 		$36.6K Hold
288
– – 0.01% 217
2024
Q2 		$33.3K Hold
288
– – 0.01% 225
2024
Q1 		$33K Hold
288
– – 0.01% 221
2023
Q4 		$30.2K Hold
288
– – 0.01% 233
2023
Q3 		$27K Hold
288
– – 0.01% 243
2023
Q2 		$29.1K Sell
288
-506
-64% -$50.1K 0.01% 236
2023
Q1 		$76.8K Buy
794
+38
+5% +$3.57K 0.02% 194
2022
Q4 		$66K Buy
756
+250
+49% +$21.4K 0.02% 203
2022
Q3 		$38K Hold
506
– – 0.01% 267
2022
Q2 		$39K Hold
506
– – 0.01% 275
2022
Q1 		$48K Buy
506
+477
+1,645% +$44.1K 0.02% 264
2021
Q4 		$3K Buy
+29
New +$2.92K ﹤0.01% 482

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

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

Mascoma Wealth Management held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 99 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Mascoma Wealth Management first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. The position peaked at $76.8K in Q1 2023. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Mascoma Wealth Management held 99 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $19K as of Q2 2026.
  • Mascoma Wealth Management left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Mascoma Wealth Management 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.
  • Mascoma Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $76.8K in Q1 2023.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.