PS
GRID

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

Principal Securities’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
Q2 		$3.97M Sell
20,716
-667
-3% -$125K 0.05% 345
2026
Q1 		$3.5M Buy
21,383
+5,396
+34% +$897K 0.05% 333
2025
Q4 		$2.45M Buy
15,987
+11,029
+222% +$1.69M 0.04% 414
2025
Q3 		$749K Buy
4,958
+4,155
+517% +$598K 0.01% 761
2025
Q2 		$112K Sell
803
-303
-27% -$37.6K ﹤0.01% 1500
2025
Q1 		$132K Hold
1,106
– – ﹤0.01% 1308
2024
Q4 		$132K Sell
1,106
-97
-8% -$12.1K ﹤0.01% 1308
2024
Q3 		$153K Buy
1,203
+132
+12% +$15.8K ﹤0.01% 1215
2024
Q2 		$124K Buy
1,071
+308
+40% +$35.9K ﹤0.01% 1232
2024
Q1 		$87.4K Sell
763
-33
-4% -$3.5K ﹤0.01% 1330
2023
Q4 		$83.3K Buy
+796
New +$75.3K ﹤0.01% 1250

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's GRID Position: Q2 2026 in Review

Principal Securities reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.1% in Q2 2026, selling an estimated $125K and leaving 20,716 shares worth $3.97M. The position accounts for 0.05% of the portfolio, ranked #345.

Principal Securities first reported a position in GRID in Q4 2023 and has held it in 11 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Principal Securities held 20,716 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.97M as of Q2 2026.
  • Principal Securities sold 667 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $125K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Principal Securities's portfolio in Q2 2026, its #345 holding.
  • Principal Securities first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.