SWGC
GRID

Summit Wealth Group (Colorado)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Summit Wealth Group (Colorado)’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 		$732K Buy
3,818
+408
+12% +$76.6K 0.06% 167
2026
Q1 		$558K Buy
3,410
+18
+0.5% +$2.99K 0.06% 169
2025
Q4 		$519K Buy
+3,392
New +$520K 0.07% 140

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

Summit Wealth Group (Colorado)'s GRID Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, buying an estimated $76.6K and bringing the position to 3,818 shares worth $732K. The position accounts for 0.06% of the portfolio, ranked #167.

Summit Wealth Group (Colorado) first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,818 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $732K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 408 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $76.6K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #167 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 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 Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.