WWM
GRID

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

Western Wealth 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 		$1.39M Buy
7,264
+2,053
+39% +$386K 0.05% 383
2026
Q1 		$852K Sell
5,211
-204
-4% -$33.9K 0.03% 495
2025
Q4 		$829K Buy
5,415
+2,910
+116% +$446K 0.04% 395
2025
Q3 		$378K Buy
2,505
+931
+59% +$134K 0.02% 524
2025
Q2 		$219K Sell
1,574
-466
-23% -$57.9K 0.01% 664
2025
Q1 		$231K Buy
2,040
+1
+0% +$120 0.02% 607
2024
Q4 		$243K Buy
2,039
+35
+2% +$4.36K 0.01% 664
2024
Q3 		$255K Buy
2,004
+2
+0.1% +$239 0.01% 654
2024
Q2 		$231K Buy
2,002
+4
+0.2% +$466 0.02% 587
2024
Q1 		$229K Buy
1,998
+4
+0.2% +$425 0.02% 586
2023
Q4 		$209K Buy
+1,994
New +$189K 0.02% 649
2022
Q4 		– Sell
-4,845
Closed -$366K – 679
2022
Q3 		$366K Buy
4,845
+928
+24% +$77.8K 0.02% 583
2022
Q2 		$303K Buy
3,917
+7
+0.2% +$594 0.02% 607
2022
Q1 		$368K Sell
3,910
-947
-19% -$87.6K 0.02% 612
2021
Q4 		$497K Buy
+4,857
New +$489K 0.05% 331

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

Western Wealth Management's GRID Position: Q2 2026 in Review

Western Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 39% in Q2 2026, buying an estimated $386K and bringing the position to 7,264 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #383.

Western Wealth Management first reported a position in GRID in Q4 2021 and has held it in 15 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Western Wealth Management held 7,264 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.39M as of Q2 2026.
  • Western Wealth Management bought 2,053 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $386K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Western Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 15 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 Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.