OFS
GRID

OneAscent Financial Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

OneAscent Financial Services’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 		$808K Buy
+4,215
New +$792K 0.04% 274
2024
Q3 		– Sell
-1,997
Closed -$231K – 246
2024
Q2 		$231K Buy
+1,997
New +$233K 0.03% 219

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

OneAscent Financial Services's GRID Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 4,215 shares worth $808K. The stake represents 0.04% of the portfolio and ranks #274 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in GRID as recently as Q2 2024.

OneAscent Financial Services first reported a position in GRID in Q2 2024 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • OneAscent Financial Services held 4,215 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $808K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new OneAscent Financial Services position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #274 holding.
  • OneAscent Financial Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 2 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 OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.