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

SteelPeak 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 Q1	–	Sell	-2,979	Closed	-$456K	–	605
2025 Q4	$456K	Sell	2,979 -2,001	-40%	-$307K	0.01%	367
2025 Q3	$752K	Buy	4,980 +375	+8%	+$53.9K	0.03%	337
2025 Q2	$640K	Buy	4,605 +428	+10%	+$53.2K	0.02%	333
2025 Q1	$472K	Buy	4,177 +601	+17%	+$72K	0.02%	354
2024 Q4	$427K	Buy	3,576 +875	+32%	+$109K	0.02%	359
2024 Q3	$344K	Hold	2,701	–	–	0.02%	370
2024 Q2	$312K	Buy	+2,701	New	+$315K	0.01%	375

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SteelPeak Wealth's GRID Position: Q1 2026 in Review

SteelPeak Wealth sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 2,979 shares — an estimated $456K sold.

SteelPeak Wealth first reported a position in GRID in Q2 2024 and held it in 7 quarters. The position peaked at $752K in Q3 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

SteelPeak Wealth reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 2,979 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $456K.
SteelPeak Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and held it in 7 quarters.
SteelPeak Wealth's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $752K in Q3 2025.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.