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Nalls Sherbakoff Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Nalls Sherbakoff Group’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 		$38.4K Hold
200
– – 0.03% 209
2026
Q1 		$32.6K Sell
200
-5
-2% -$831 0.02% 230
2025
Q4 		$31.3K Buy
205
+1
+0.5% +$153 0.02% 241
2025
Q3 		$30.8K Hold
204
– – 0.02% 248
2025
Q2 		$28.3K Buy
204
+1
+0.5% +$124 0.02% 252
2025
Q1 		$22.9K Buy
+203
New +$24.3K 0.02% 236
2023
Q4 		$16.8K Buy
+160
New +$15.1K 0.01% 244

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

Nalls Sherbakoff Group's GRID Position: Q2 2026 in Review

Nalls Sherbakoff Group held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 200 shares worth $38.4K. The position accounts for 0.03% of the portfolio, ranked #209.

Nalls Sherbakoff Group first reported a position in GRID in Q4 2023 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Nalls Sherbakoff Group held 200 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $38.4K as of Q2 2026.
  • Nalls Sherbakoff Group 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 0.03% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #209 holding.
  • Nalls Sherbakoff Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 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 Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.