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

Twin Peaks Wealth Advisors’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	$276K	Buy	+1,685	New	+$280K	0.07%	147
2025 Q3	–	Sell	-380	Closed	-$55.1K	–	973
2025 Q2	$55.1K	Buy	+380	New	+$47.2K	0.02%	331

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

Twin Peaks Wealth Advisors's GRID Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026: 1,685 shares worth $276K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GRID as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GRID in Q2 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Twin Peaks Wealth Advisors held 1,685 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $276K as of Q1 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #147 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2025 and has held it in 2 quarters since.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.