Pacific Excel Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Pacific Excel Wealth Advisors’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	–	Sell	-3,231	Closed	-$529K	–	275
2026 Q1	$529K	Buy	3,231 +1,202	+59%	+$200K	0.56%	66
2025 Q4	$310K	Buy	+2,029	New	+$311K	0.59%	69

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pacific Excel Wealth Advisors's GRID Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026, closing a stake of 3,231 shares — an estimated $529K sold.

Pacific Excel Wealth Advisors first reported a position in GRID in Q4 2025 and held it in 2 quarters. The position peaked at $529K in Q1 2026. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Pacific Excel Wealth Advisors reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q2 2026 after selling out during the quarter.
Pacific Excel Wealth Advisors sold 3,231 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $529K.
Pacific Excel Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and held it in 2 quarters.
Pacific Excel Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $529K in Q1 2026.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.