PKS Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

PKS Advisory Services’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	$1.57M	Hold	8,193	–	–	0.25%	75
2026 Q2	$1.57M	Buy	8,193 +2,417	+42%	+$454K	0.25%	76
2026 Q1	$947K	Buy	5,776 +381	+7%	+$63.3K	0.22%	98
2025 Q4	$826K	Buy	5,395 +2,592	+92%	+$398K	0.19%	102
2025 Q3	$423K	Buy	+2,803	New	+$403K	0.09%	163

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

PKS Advisory Services's GRID Position: Q3 2026 in Review

PKS Advisory Services held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 8,193 shares worth $1.57M. The position accounts for 0.25% of the portfolio, ranked #75.

PKS Advisory Services first reported a position in GRID in Q3 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

PKS Advisory Services held 8,193 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.57M as of Q3 2026.
PKS Advisory Services 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 0.25% of PKS Advisory Services's portfolio in Q3 2026, its #75 holding.
PKS Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.