SFG
GRID

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

SageGuard 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 		$6.36M Buy
33,161
+16,470
+99% +$3.09M 0.89% 37
2026
Q1 		$2.73M Buy
+16,691
New +$2.77M 0.42% 64

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
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
AI
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

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

SageGuard Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 99% in Q2 2026, buying an estimated $3.09M and bringing the position to 33,161 shares worth $6.36M. The position accounts for 0.89% of the portfolio, ranked #37.

SageGuard Financial Group first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • SageGuard Financial Group held 33,161 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.36M as of Q2 2026.
  • SageGuard Financial Group bought 16,470 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.09M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.89% of SageGuard Financial Group's portfolio in Q2 2026, its #37 holding.
  • SageGuard Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.