WWM
GRID

Wolff Wiese Magana’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Wolff Wiese Magana’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 		$170K Buy
+889
New +$167K 0.08% 129
2024
Q4 		– Sell
-63
Closed -$8.02K – 977
2024
Q3 		$8.02K Buy
+63
New +$7.52K 0.01% 490

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Wolff Wiese Magana's GRID Position: Q2 2026 in Review

Wolff Wiese Magana opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 889 shares worth $170K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Wolff Wiese Magana previously reported a position in GRID as recently as Q3 2024.

Wolff Wiese Magana first reported a position in GRID in Q3 2024 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Wolff Wiese Magana held 889 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $170K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Wolff Wiese Magana position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.08% of Wolff Wiese Magana's portfolio in Q2 2026, its #129 holding.
  • Wolff Wiese Magana first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.