James T. Borello RIA’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

James T. Borello RIA’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 Q3	$1.96M	Hold	11,039	–	–	0.41%	38
2026 Q2	$2.12M	Buy	+11,039	New	+$2.07M	0.46%	33

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

James T. Borello RIA's GRID Position: Q3 2026 in Review

James T. Borello RIA held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 11,039 shares worth $1.96M. The position accounts for 0.41% of the portfolio, ranked #38.

James T. Borello RIA first reported a position in GRID in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.12M in Q2 2026. 153 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

James T. Borello RIA held 11,039 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.96M as of Q3 2026.
James T. Borello RIA left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.41% of James T. Borello RIA's portfolio in Q3 2026, its #38 holding.
James T. Borello RIA first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2026 and has held it in 2 quarters since.
James T. Borello RIA's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.12M in Q2 2026.
153 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.