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

PrairieView Partners’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
2025 Q2	$0	Buy	+1	New	+$124	﹤0.01%	373
2023 Q3	–	Sell	-58	Closed	-$6K	–	416
2023 Q2	$6K	Buy	+58	New	+$5.75K	﹤0.01%	353

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWM

Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

PrairieView Partners's GRID Position: Q2 2025 in Review

PrairieView Partners opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2025: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings. This is a return to the name: PrairieView Partners previously reported a position in GRID as recently as Q2 2023.

PrairieView Partners first reported a position in GRID in Q2 2023 and has held it in 2 quarters since. The position peaked at $6K in Q2 2023. 314 funds tracked by Wall St. Rank hold GRID as of Q2 2025.

PrairieView Partners held 1 share of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $0 as of Q2 2025.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new PrairieView Partners position in Q2 2025.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #373 holding.
PrairieView Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 2 quarters since.
PrairieView Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6K in Q2 2023.
314 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.