Sky-Mountain Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Sky-Mountain Capital 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	$7.52M	Buy	39,224 +9,896	+34%	+$1.86M	5.39%	3
2026 Q1	$4.8M	Sell	29,328 -5,457	-16%	-$907K	3.44%	4
2025 Q4	$5.6M	Sell	34,785 -1,494	-4%	-$229K	3.72%	4
2025 Q3	$5.53M	Buy	36,279 +1,465	+4%	+$211K	3.86%	5
2025 Q2	$4.97M	Buy	+34,814	New	+$4.32M	3.3%	6

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

Sky-Mountain Capital Management's GRID Position: Q2 2026 in Review

Sky-Mountain Capital Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 34% in Q2 2026, buying an estimated $1.86M and bringing the position to 39,224 shares worth $7.52M. The position accounts for 5.39% of the portfolio, ranked #3.

Sky-Mountain Capital Management first reported a position in GRID in Q2 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Sky-Mountain Capital Management held 39,224 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.52M as of Q2 2026.
Sky-Mountain Capital Management bought 9,896 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.86M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 5.39% of Sky-Mountain Capital Management's portfolio in Q2 2026, its #3 holding.
Sky-Mountain Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 5 quarters since.
625 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Sky-Mountain Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.