PWM
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Puff Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Puff Wealth Management’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
Q3 		$249K Buy
1,404
+342
+32% +$61.8K 0.23% 72
2026
Q2 		$204K Buy
+1,062
New +$199K 0.21% 77

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Puff Wealth Management's GRID Position: Q3 2026 in Review

Puff Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 32% in Q3 2026, buying an estimated $61.8K and bringing the position to 1,404 shares worth $249K. The position accounts for 0.23% of the portfolio, ranked #72.

Puff Wealth Management first reported a position in GRID in Q2 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Puff Wealth Management held 1,404 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $249K as of Q3 2026.
  • Puff Wealth Management bought 342 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $61.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.23% of Puff Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Puff Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.