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

Proactive Wealth Strategies’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	$1.52M	Buy	7,906 +29	+0.4%	+$5.45K	0.24%	95
2026 Q1	$1.29M	Buy	7,877 +3,866	+96%	+$643K	0.24%	92
2025 Q4	$614K	Sell	4,011 -43	-1%	-$6.6K	0.24%	89
2025 Q3	$612K	Buy	4,054 +6	+0.1%	+$863	0.26%	81
2025 Q2	$563K	Sell	4,048 -1,028	-20%	-$128K	0.27%	83
2025 Q1	$574K	Sell	5,076 -64	-1%	-$7.66K	0.31%	77
2024 Q4	$613K	Buy	5,140 +61	+1%	+$7.59K	0.32%	75
2024 Q3	$646K	Buy	+5,079	New	+$606K	0.36%	68

Other funds holding GRID

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TIA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Proactive Wealth Strategies's GRID Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.37% in Q2 2026, buying an estimated $5.45K and bringing the position to 7,906 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #95.

Proactive Wealth Strategies first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 431 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Proactive Wealth Strategies held 7,906 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.52M as of Q2 2026.
Proactive Wealth Strategies bought 29 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $5.45K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.24% of Proactive Wealth Strategies's portfolio in Q2 2026, its #95 holding.
Proactive Wealth Strategies first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 quarters since.
431 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.