YAL
GRID

Your Advocates Ltd’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Your Advocates Ltd’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 		$9.4K Hold
49
– – ﹤0.01% 129
2026
Q1 		$8.02K Hold
49
– – ﹤0.01% 136
2025
Q4 		$7.5K Hold
49
– – ﹤0.01% 134
2025
Q3 		$7.4K Hold
49
– – ﹤0.01% 129
2025
Q2 		$6.81K Hold
49
– – ﹤0.01% 123
2025
Q1 		$5.54K Hold
49
– – ﹤0.01% 134
2024
Q4 		$5.85K Hold
49
– – ﹤0.01% 124
2024
Q3 		$6.24K Hold
49
– – ﹤0.01% 136
2024
Q2 		$5.66K Hold
49
– – ﹤0.01% 138
2024
Q1 		$5.62K Hold
49
– – ﹤0.01% 137
2023
Q4 		$5.13K Buy
+49
New +$4.63K ﹤0.01% 138

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Your Advocates Ltd's GRID Position: Q2 2026 in Review

Your Advocates Ltd held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 49 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Your Advocates Ltd first reported a position in GRID in Q4 2023 and has held it in 11 quarters since. 404 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Your Advocates Ltd held 49 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.4K as of Q2 2026.
  • Your Advocates Ltd left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #129 holding.
  • Your Advocates Ltd first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 404 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.