WAS
GRID

WESPAC Advisors SoCal’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WESPAC Advisors SoCal’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 		$13.5M Buy
70,308
+3,159
+5% +$593K 2.41% 13
2026
Q1 		$11M Buy
67,149
+14,561
+28% +$2.42M 2.34% 12
2025
Q4 		$8.05M Buy
52,588
+32,351
+160% +$4.96M 1.62% 22
2025
Q3 		$3.06M Buy
+20,237
New +$2.91M 0.62% 45

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

WESPAC Advisors SoCal's GRID Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4.7% in Q2 2026, buying an estimated $593K and bringing the position to 70,308 shares worth $13.5M. The position accounts for 2.41% of the portfolio, ranked #13.

WESPAC Advisors SoCal first reported a position in GRID in Q3 2025 and has held it in 4 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • WESPAC Advisors SoCal held 70,308 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $13.5M as of Q2 2026.
  • WESPAC Advisors SoCal bought 3,159 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $593K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.41% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #13 holding.
  • WESPAC Advisors SoCal first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 4 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 WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.