PWP
GRID

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

Principle Wealth 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
2026
Q2 		$471K Hold
2,458
– – 0.02% 265
2026
Q1 		$402K Hold
2,458
– – 0.02% 275
2025
Q4 		$376K Hold
2,458
– – 0.02% 284
2025
Q3 		$371K Hold
2,458
– – 0.02% 270
2025
Q2 		$342K Sell
2,458
-97
-4% -$12K 0.02% 283
2025
Q1 		$289K Hold
2,555
– – 0.02% 293
2024
Q4 		$305K Buy
2,555
+3
+0.1% +$373 0.02% 281
2024
Q3 		$325K Buy
2,552
+8
+0.3% +$955 0.02% 272
2024
Q2 		$294K Hold
2,544
– – 0.02% 279
2024
Q1 		$292K Buy
2,544
+1
+0% +$106 0.02% 284
2023
Q4 		$266K Buy
+2,543
New +$241K 0.02% 287

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

Principle Wealth Partners's GRID Position: Q2 2026 in Review

Principle Wealth Partners held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 2,458 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #265.

Principle Wealth Partners 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.

  • Principle Wealth Partners held 2,458 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $471K as of Q2 2026.
  • Principle Wealth Partners left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Principle Wealth Partners 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 Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.