SP
GRID

Stablepoint Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Stablepoint Partners’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 		$275K Sell
1,435
-6
-0.4% -$1.13K 0.04% 229
2026
Q1 		$236K Hold
1,441
– – 0.04% 242
2025
Q4 		$221K Sell
1,441
-150
-9% -$23K 0.03% 234
2025
Q3 		$240K Hold
1,591
– – 0.04% 233
2025
Q2 		$221K Buy
+1,591
New +$198K 0.04% 236
2024
Q2 		– Sell
-1,847
Closed -$212K – 243
2024
Q1 		$212K Buy
+1,847
New +$196K 0.04% 227

Other funds holding GRID

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stablepoint Partners's GRID Position: Q2 2026 in Review

Stablepoint Partners reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.42% in Q2 2026, selling an estimated $1.13K and leaving 1,435 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #229.

Stablepoint Partners first reported a position in GRID in Q1 2024 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Stablepoint Partners held 1,435 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $275K as of Q2 2026.
  • Stablepoint Partners sold 6 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.13K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Stablepoint Partners's portfolio in Q2 2026, its #229 holding.
  • Stablepoint Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 6 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.