PWA
GRID

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

PCG 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 		$6.51M Sell
33,940
-2,316
-6% -$435K 1.45% 17
2026
Q1 		$5.93M Buy
36,256
+2,241
+7% +$372K 1.5% 17
2025
Q4 		$5.2M Buy
34,015
+4,238
+14% +$650K 1.47% 22
2025
Q3 		$4.5M Buy
29,777
+8,186
+38% +$1.18M 1.31% 23
2025
Q2 		$3M Sell
21,591
-2,371
-10% -$294K 1.54% 20
2025
Q1 		$2.71M Buy
23,962
+20,175
+533% +$2.42M 0.95% 34
2024
Q4 		$452K Buy
3,787
+1,159
+44% +$144K 0.17% 89
2024
Q3 		$334K Buy
2,628
+3
+0.1% +$358 0.13% 93
2024
Q2 		$303K Sell
2,625
-90
-3% -$10.5K 0.13% 93
2024
Q1 		$311K Hold
2,715
– – 0.15% 85
2023
Q4 		$284K Sell
2,715
-50
-2% -$4.73K 0.16% 82
2023
Q3 		$260K Sell
2,765
-75
-3% -$7.57K 0.17% 80
2023
Q2 		$299K Hold
2,840
– – 0.19% 79
2023
Q1 		$277K Sell
2,840
-60
-2% -$5.63K 0.18% 88
2022
Q4 		$253K Sell
2,900
-3,256
-53% -$279K 0.16% 86
2022
Q3 		$471K Buy
6,156
+3,080
+100% +$258K 0.17% 76
2022
Q2 		$239K Sell
3,076
-59
-2% -$5K 0.17% 75
2022
Q1 		$295K Sell
3,135
-1,033
-25% -$95.6K 0.19% 67
2021
Q4 		$429K Buy
+4,168
New +$419K 0.3% 51

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

PCG Wealth Advisors's GRID Position: Q2 2026 in Review

PCG Wealth Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.4% in Q2 2026, selling an estimated $435K and leaving 33,940 shares worth $6.51M. The position accounts for 1.45% of the portfolio, ranked #17.

PCG Wealth Advisors first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • PCG Wealth Advisors held 33,940 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.51M as of Q2 2026.
  • PCG Wealth Advisors sold 2,316 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $435K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.45% of PCG Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • PCG Wealth Advisors 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.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.