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GRID

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

Wealthspan Partners’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 		$1.38M Buy
7,196
+1,489
+26% +$280K 0.43% 44
2026
Q1 		$934K Buy
5,707
+1,379
+32% +$229K 0.33% 54
2025
Q4 		$662K Buy
4,328
+90
+2% +$13.8K 0.24% 65
2025
Q3 		$640K Buy
4,238
+969
+30% +$139K 0.24% 61
2025
Q2 		$454K Buy
3,269
+666
+26% +$82.7K 0.19% 73
2025
Q1 		$294K Sell
2,603
-833
-24% -$99.7K 0.14% 92
2024
Q4 		$410K Buy
3,436
+10
+0.3% +$1.25K 0.2% 76
2024
Q3 		$436K Buy
3,426
+198
+6% +$23.6K 0.22% 72
2024
Q2 		$373K Buy
3,228
+130
+4% +$15.1K 0.21% 73
2024
Q1 		$355K Hold
3,098
– – 0.21% 71
2023
Q4 		$324K Sell
3,098
-232
-7% -$21.9K 0.23% 64
2023
Q3 		$313K Sell
3,330
-342
-9% -$34.5K 0.25% 64
2023
Q2 		$386K Sell
3,672
-206
-5% -$20.4K 0.3% 54
2023
Q1 		$379K Sell
3,878
-361
-9% -$33.9K 0.32% 53
2022
Q4 		$370K Buy
4,239
+173
+4% +$14.8K 0.34% 52
2022
Q3 		$306K Sell
4,066
-192
-5% -$16.1K 0.32% 50
2022
Q2 		$330K Buy
4,258
+903
+27% +$76.6K 0.34% 48
2022
Q1 		$316K Buy
3,355
+490
+17% +$45.3K 0.29% 57
2021
Q4 		$294K Buy
+2,865
New +$288K 0.26% 57

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

Wealthspan Partners's GRID Position: Q2 2026 in Review

Wealthspan Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 26% in Q2 2026, buying an estimated $280K and bringing the position to 7,196 shares worth $1.38M. The position accounts for 0.43% of the portfolio, ranked #44.

Wealthspan Partners first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Wealthspan Partners held 7,196 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.38M as of Q2 2026.
  • Wealthspan Partners bought 1,489 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $280K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.43% of Wealthspan Partners's portfolio in Q2 2026, its #44 holding.
  • Wealthspan Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 19 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 Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.