SMWM
GRID

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

Silvia McColl 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 		$551K Hold
2,875
– – 0.33% 66
2026
Q1 		$470K Hold
2,875
– – 0.31% 72
2025
Q4 		$440K Buy
2,875
+370
+15% +$56.8K 0.29% 76
2025
Q3 		$378K Hold
2,505
– – 0.26% 83
2025
Q2 		$348K Hold
2,505
– – 0.25% 83
2025
Q1 		$283K Buy
2,505
+390
+18% +$46.7K 0.21% 86
2024
Q4 		$252K Hold
2,115
– – 0.19% 92
2024
Q3 		$269K Hold
2,115
– – 0.2% 87
2024
Q2 		$244K Hold
2,115
– – 0.2% 92
2024
Q1 		$238K Buy
+2,115
New +$224K 0.2% 96

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Silvia McColl Wealth Management's GRID Position: Q2 2026 in Review

Silvia McColl Wealth Management held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 2,875 shares worth $551K. The position accounts for 0.33% of the portfolio, ranked #66.

Silvia McColl Wealth Management first reported a position in GRID in Q1 2024 and has held it in 10 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Silvia McColl Wealth Management held 2,875 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $551K as of Q2 2026.
  • Silvia McColl Wealth Management left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.33% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Silvia McColl Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 10 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

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