WCM
GRID

WealthBridge Capital Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WealthBridge Capital Management’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 		$7.86M Buy
40,975
+2,705
+7% +$508K 1.56% 14
2026
Q1 		$6.26M Buy
38,270
+2,113
+6% +$351K 1.44% 15
2025
Q4 		$5.53M Buy
36,157
+3,816
+12% +$585K 1.26% 18
2025
Q3 		$4.89M Buy
32,341
+2,715
+9% +$391K 1.15% 19
2025
Q2 		$4.12M Buy
29,626
+2,610
+10% +$324K 1.04% 23
2025
Q1 		$3.06M Buy
27,016
+2,797
+12% +$335K 0.86% 25
2024
Q4 		$2.89M Buy
24,219
+3,382
+16% +$421K 0.8% 28
2024
Q3 		$2.65M Buy
20,837
+3,378
+19% +$403K 0.76% 28
2024
Q2 		$2.02M Buy
17,459
+2,085
+14% +$243K 0.66% 35
2024
Q1 		$1.76M Buy
15,374
+1,798
+13% +$191K 0.59% 40
2023
Q4 		$1.42M Buy
13,576
+1,268
+10% +$120K 0.53% 41
2023
Q3 		$1.16M Buy
12,308
+274
+2% +$27.7K 0.48% 47
2023
Q2 		$1.27M Buy
12,034
+9
+0.1% +$891 0.51% 42
2023
Q1 		$1.17M Sell
12,025
-887
-7% -$83.3K 0.47% 49
2022
Q4 		$1.13M Buy
12,912
+310
+2% +$26.6K 0.47% 50
2022
Q3 		$977K Hold
12,602
– – 0.42% 49
2022
Q2 		$977K Sell
12,602
-700
-5% -$59.4K 0.42% 49
2022
Q1 		$1.25M Buy
13,302
+3,244
+32% +$300K 0.47% 47
2021
Q4 		$1.03M Buy
10,058
+3,578
+55% +$360K 0.39% 55
2021
Q3 		$600K Buy
6,480
+3,019
+87% +$291K 0.22% 86
2021
Q2 		$321K Buy
+3,461
New +$310K 0.12% 123
2019
Q2 		– Sell
-75
Closed -$3K – 409
2019
Q1 		$3K Hold
75
– – ﹤0.01% 757
2018
Q4 		$3K Buy
+75
New +$3.17K ﹤0.01% 729

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

WealthBridge Capital Management's GRID Position: Q2 2026 in Review

WealthBridge Capital Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.1% in Q2 2026, buying an estimated $508K and bringing the position to 40,975 shares worth $7.86M. The position accounts for 1.56% of the portfolio, ranked #14.

WealthBridge Capital Management first reported a position in GRID in Q4 2018 and has held it in 23 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • WealthBridge Capital Management held 40,975 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.86M as of Q2 2026.
  • WealthBridge Capital Management bought 2,705 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $508K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.56% of WealthBridge Capital Management's portfolio in Q2 2026, its #14 holding.
  • WealthBridge Capital Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2018 and has held it in 23 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 WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.