OBWG
GRID

Onyx Bridge Wealth Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Onyx Bridge Wealth 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 		$610K Buy
3,182
+1,297
+69% +$244K 0.05% 215
2026
Q1 		$308K Buy
1,885
+204
+12% +$33.9K 0.03% 285
2025
Q4 		$257K Buy
1,681
+250
+17% +$38.4K 0.03% 302
2025
Q3 		$216K Buy
+1,431
New +$206K 0.02% 327

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Onyx Bridge Wealth Group's GRID Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 69% in Q2 2026, buying an estimated $244K and bringing the position to 3,182 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #215.

Onyx Bridge Wealth Group first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,182 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $610K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 1,297 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $244K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #215 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.