Presidio Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4M Buy
96,428
+3,383
+4% +$470K 5.16% 7
2025
Q1
$10.5M Buy
93,045
+90,085
+3,043% +$10.2M 4.29% 8
2024
Q4
$353K Buy
2,960
+650
+28% +$77.6K 0.19% 47
2024
Q3
$294K Buy
+2,310
New +$294K 0.19% 51