Pinnacle Bancorp’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Pinnacle Bancorp’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 Q3	$91.9K	Hold	519	–	–	0.02%	354
2026 Q2	$100K	Sell	519 -35	-6%	-$6.57K	0.03%	352
2026 Q1	$90.6K	Hold	554	–	–	0.03%	345
2025 Q4	$84.8K	Buy	554 +477	+619%	+$73.2K	0.02%	349
2025 Q3	$11.6K	Hold	77	–	–	﹤0.01%	707
2025 Q2	$10.7K	Buy	+77	New	+$9.6K	﹤0.01%	708
2022 Q4	–	Sell	-135	Closed	-$10K	–	752
2022 Q3	$10K	Hold	135	–	–	﹤0.01%	554
2022 Q2	$10K	Sell	135 -179	-57%	-$15.2K	﹤0.01%	560
2022 Q1	$30K	Buy	314 +19	+6%	+$1.76K	0.01%	410
2021 Q4	$30K	Hold	295	–	–	0.01%	417
2021 Q3	$27K	Buy	295 +135	+84%	+$13K	0.01%	423
2021 Q2	$15K	Hold	160	–	–	0.01%	532
2021 Q1	$14K	Buy	+160	New	+$13.6K	0.01%	531

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Pinnacle Bancorp's GRID Position: Q3 2026 in Review

Pinnacle Bancorp held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 519 shares worth $91.9K. The position accounts for 0.02% of the portfolio, ranked #354.

Pinnacle Bancorp first reported a position in GRID in Q1 2021 and has held it in 13 quarters since. The position peaked at $100K in Q2 2026. 207 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Pinnacle Bancorp held 519 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $91.9K as of Q3 2026.
Pinnacle Bancorp left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Pinnacle Bancorp's portfolio in Q3 2026, its #354 holding.
Pinnacle Bancorp first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 13 quarters since.
Pinnacle Bancorp's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $100K in Q2 2026.
207 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.