SNWA
GRID

Siligmueller & Norvid Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025
Q3 		$267K Buy
+1,764
New +$254K 0.12% 132

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
GWM
Gitterman Wealth Management Edison, New Jersey $436M AUM 11.66% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's GRID Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2025: 1,764 shares worth $267K. The stake represents 0.12% of the portfolio and ranks #132 among its holdings.

363 funds tracked by Wall St. Rank hold GRID as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 1,764 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $267K as of Q3 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #132 holding.
  • 363 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.