Pecaut & Co’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Pecaut & Co’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	$9.47M	Sell	49,362 -600	-1%	-$113K	2.88%	12
2026 Q1	$8.17M	Buy	49,962 +731	+1%	+$122K	2.65%	13
2025 Q4	$7.53M	Sell	49,231 -21	-0%	-$3.22K	2.43%	12
2025 Q3	$7.44M	Buy	49,252 +23,442	+91%	+$3.37M	2.39%	12
2025 Q2	$3.59M	Buy	25,810 +6	+0%	+$745	1.19%	22
2025 Q1	$2.92M	Buy	25,804 +1,678	+7%	+$201K	0.99%	25
2024 Q4	$2.88M	Buy	24,126 +4,689	+24%	+$584K	0.99%	25
2024 Q3	$2.47M	Buy	19,437 +1,472	+8%	+$176K	0.87%	27
2024 Q2	$2.08M	Buy	+17,965	New	+$2.09M	0.79%	29

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

Pecaut & Co's GRID Position: Q2 2026 in Review

Pecaut & Co reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.2% in Q2 2026, selling an estimated $113K and leaving 49,362 shares worth $9.47M. The position accounts for 2.88% of the portfolio, ranked #12.

Pecaut & Co first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Pecaut & Co held 49,362 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.47M as of Q2 2026.
Pecaut & Co sold 600 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $113K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.88% of Pecaut & Co's portfolio in Q2 2026, its #12 holding.
Pecaut & Co first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.