What happened
According to a filing with the Securities and Exchange Commission dated Feb. 18, 2026, Adams Wealth Management initiated a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID 0.36%) during the quarter ended Dec. 31, 2025, buying 95,273 shares. The estimated transaction value was $14.58 million, based on the average price for the reporting period.
What else to know
- The new GRID stake makes up 3.11% of Adams Wealth Management’s 13F reportable AUM after the trade.
- Top holdings after the filing:
- NYSEMKT:SCHX: $56.92 million (12.1% of AUM)
- NYSEMKT:IVV: $28.26 million (6.0% of AUM)
- NYSEMKT:EWY: $15.89 million (3.4% of AUM)
- NYSEMKT:EUAD: $15.11 million (3.2% of AUM)
- NYSEMKT:VNM: $14.11 million (3.0% of AUM)
- As of Feb. 18, 2026, GRID shares were priced at $174.73, up 42.3% over the past year and outperforming the S&P 500 by 30 percentage…
