PFG
GRID

Prosperity Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Prosperity Financial Group’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 		$1.75M Buy
9,111
+309
+4% +$58K 0.54% 54
2026
Q1 		$1.44M Buy
8,802
+2,283
+35% +$379K 0.53% 51
2025
Q4 		$998K Buy
6,519
+567
+10% +$87K 0.36% 71
2025
Q3 		$899K Buy
5,952
+507
+9% +$72.9K 0.33% 84
2025
Q2 		$757K Buy
5,445
+384
+8% +$47.7K 0.32% 82
2025
Q1 		$573K Buy
5,061
+1,158
+30% +$139K 0.29% 90
2024
Q4 		$466K Buy
3,903
+196
+5% +$24.4K 0.23% 94
2024
Q3 		$472K Buy
3,707
+902
+32% +$108K 0.26% 89
2024
Q2 		$324K Buy
2,805
+156
+6% +$18.2K 0.2% 99
2024
Q1 		$304K Buy
+2,649
New +$281K 0.19% 107

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

Prosperity Financial Group's GRID Position: Q2 2026 in Review

Prosperity Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.5% in Q2 2026, buying an estimated $58K and bringing the position to 9,111 shares worth $1.75M. The position accounts for 0.54% of the portfolio, ranked #54.

Prosperity Financial Group first reported a position in GRID in Q1 2024 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Prosperity Financial Group held 9,111 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.75M as of Q2 2026.
  • Prosperity Financial Group bought 309 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $58K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.54% of Prosperity Financial Group's portfolio in Q2 2026, its #54 holding.
  • Prosperity Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 10 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 Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.