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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCG Wealth Advisors's GRID Position: Q1 2026 in Review

PCG Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.6% in Q1 2026, buying an estimated $372K and bringing the position to 36,256 shares worth $5.93M. The position accounts for 1.5% of the portfolio, ranked #17.

PCG Wealth Advisors first reported a position in GRID in Q4 2021 and has held it in 18 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • PCG Wealth Advisors held 36,256 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.93M as of Q1 2026.
  • PCG Wealth Advisors bought 2,241 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $372K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.5% of PCG Wealth Advisors's portfolio in Q1 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 18 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.