Quad-Cities Investment Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Quad-Cities Investment 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	$898K	Buy	4,682 +186	+4%	+$34.9K	0.32%	70
2026 Q1	$735K	Buy	4,496 +625	+16%	+$104K	0.29%	77
2025 Q4	$592K	Buy	3,871 +1,169	+43%	+$179K	0.24%	87
2025 Q3	$408K	Buy	+2,702	New	+$389K	0.17%	115

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Quad-Cities Investment Group's GRID Position: Q2 2026 in Review

Quad-Cities Investment Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4.1% in Q2 2026, buying an estimated $34.9K and bringing the position to 4,682 shares worth $898K. The position accounts for 0.32% of the portfolio, ranked #70.

Quad-Cities Investment Group first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Quad-Cities Investment Group held 4,682 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $898K as of Q2 2026.
Quad-Cities Investment Group bought 186 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $34.9K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.32% of Quad-Cities Investment Group's portfolio in Q2 2026, its #70 holding.
Quad-Cities Investment Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 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 Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.