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

Purus 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 Q2	$641K	Buy	3,344 +937	+39%	+$176K	0.18%	88
2026 Q1	$394K	Buy	2,407 +1,067	+80%	+$177K	0.13%	100
2025 Q4	$205K	Buy	+1,340	New	+$206K	0.06%	147
2022 Q1	–	Sell	-2,061	Closed	-$212K	–	121
2021 Q4	$212K	Buy	+2,061	New	+$207K	0.13%	109

Other funds holding GRID

TIA

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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Purus Wealth Management's GRID Position: Q2 2026 in Review

Purus Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 39% in Q2 2026, buying an estimated $176K and bringing the position to 3,344 shares worth $641K. The position accounts for 0.18% of the portfolio, ranked #88.

Purus Wealth Management first reported a position in GRID in Q4 2021 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Purus Wealth Management held 3,344 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $641K as of Q2 2026.
Purus Wealth Management bought 937 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $176K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.18% of Purus Wealth Management's portfolio in Q2 2026, its #88 holding.
Purus Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.