PB
GRID

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
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 +$9.56K ﹤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 +$13.7K 0.01% 531

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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $431B 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 $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return