DWM
GRNI

DKM Wealth Management’s Fundstrat Granny Shots US Large Cap & Income ETF GRNI Stock Holding History

DKM Wealth Management’s Portfolio GRNI Stock Details GRNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Buy
25,600
+11,060
+76% +$222K 0.35% 30
2025
Q4 		$295K Buy
+14,540
New +$297K 0.22% 46

Other funds holding GRNI

LJCM
Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

DKM Wealth Management's GRNI Position: Q1 2026 in Review

DKM Wealth Management increased its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) stake by 76% in Q1 2026, buying an estimated $222K and bringing the position to 25,600 shares worth $488K. The position accounts for 0.35% of the portfolio, ranked #30.

DKM Wealth Management first reported a position in GRNI in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold GRNI as of Q1 2026.

  • DKM Wealth Management held 25,600 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $488K as of Q1 2026.
  • DKM Wealth Management bought 11,060 Fundstrat Granny Shots US Large Cap & Income ETF shares in Q1 2026, an estimated $222K.
  • Fundstrat Granny Shots US Large Cap & Income ETF made up 0.35% of DKM Wealth Management's portfolio in Q1 2026, its #30 holding.
  • DKM Wealth Management first reported a position in Fundstrat Granny Shots US Large Cap & Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.