CIA
GRNJ

Concurrent Investment Advisors’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

Concurrent Investment Advisors’s Portfolio GRNJ Stock Details GRNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Hold
12,885
– – ﹤0.01% 1524
2026
Q1 		$322K Sell
12,885
-2,430
-16% -$65.5K ﹤0.01% 1453
2025
Q4 		$391K Buy
+15,315
New +$394K ﹤0.01% 1256

Other funds holding GRNJ

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM

Concurrent Investment Advisors's GRNJ Position: Q2 2026 in Review

Concurrent Investment Advisors held its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) position steady in Q2 2026 at 12,885 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Concurrent Investment Advisors first reported a position in GRNJ in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • Concurrent Investment Advisors held 12,885 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $405K as of Q2 2026.
  • Concurrent Investment Advisors left its Fundstrat Granny Shots US Small & Mid-Cap ETF share count unchanged in Q2 2026.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1524 holding.
  • Concurrent Investment Advisors first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.