S4W
GRID

Solutions 4 Wealth’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Solutions 4 Wealth’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 		$852K Sell
4,443
-113
-2% -$21.2K 1.1% 24
2026
Q1 		$745K Buy
+4,556
New +$757K 1.12% 25

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

Solutions 4 Wealth's GRID Position: Q2 2026 in Review

Solutions 4 Wealth reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.5% in Q2 2026, selling an estimated $21.2K and leaving 4,443 shares worth $852K. The position accounts for 1.1% of the portfolio, ranked #24.

Solutions 4 Wealth first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Solutions 4 Wealth held 4,443 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $852K as of Q2 2026.
  • Solutions 4 Wealth sold 113 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $21.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.1% of Solutions 4 Wealth's portfolio in Q2 2026, its #24 holding.
  • Solutions 4 Wealth 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.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.