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Walkner Condon Financial Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Walkner Condon Financial 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
Q2 		$2.27M Buy
11,859
+1,783
+18% +$335K 0.26% 75
2026
Q1 		$1.65M Buy
10,076
+3,034
+43% +$504K 0.22% 87
2025
Q4 		$1.08M Buy
7,042
+3,290
+88% +$505K 0.15% 108
2025
Q3 		$567K Sell
3,752
-261
-7% -$37.5K 0.09% 157
2025
Q2 		$558K Sell
4,013
-114
-3% -$14.2K 0.1% 145
2025
Q1 		$467K Sell
4,127
-18
-0.4% -$2.15K 0.09% 168
2024
Q4 		$495K Buy
4,145
+235
+6% +$29.3K 0.1% 163
2024
Q3 		$498K Sell
3,910
-28
-0.7% -$3.34K 0.1% 158
2024
Q2 		$455K Buy
3,938
+15
+0.4% +$1.75K 0.1% 154
2024
Q1 		$450K Sell
3,923
-34
-0.9% -$3.61K 0.1% 167
2023
Q4 		$414K Buy
3,957
+119
+3% +$11.3K 0.09% 173
2023
Q3 		$360K Buy
3,838
+157
+4% +$15.9K 0.1% 162
2023
Q2 		$387K Buy
3,681
+490
+15% +$48.5K 0.1% 155
2023
Q1 		$311K Buy
3,191
+10
+0.3% +$939 0.09% 170
2022
Q4 		$278K Buy
3,181
+110
+4% +$9.43K 0.08% 178
2022
Q3 		$231K Buy
+3,071
New +$258K 0.07% 188
2022
Q2 		– Sell
-2,326
Closed -$219K – 221
2022
Q1 		$219K Buy
+2,326
New +$215K 0.06% 203

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

Walkner Condon Financial Advisors's GRID Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 18% in Q2 2026, buying an estimated $335K and bringing the position to 11,859 shares worth $2.27M. The position accounts for 0.26% of the portfolio, ranked #75.

Walkner Condon Financial Advisors first reported a position in GRID in Q1 2022 and has held it in 17 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Walkner Condon Financial Advisors held 11,859 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.27M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 1,783 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $335K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.26% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Walkner Condon Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and has held it in 17 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.