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
Q2 		$454K Sell
21,500
-4,100
-16% -$85K 0.3% 35
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

LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

DKM Wealth Management's GRNI Position: Q2 2026 in Review

DKM Wealth Management reduced its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) stake by 16% in Q2 2026, selling an estimated $85K and leaving 21,500 shares worth $454K. The position accounts for 0.3% of the portfolio, ranked #35.

DKM Wealth Management first reported a position in GRNI in Q4 2025 and has held it in 3 quarters since. The position peaked at $488K in Q1 2026. 16 funds tracked by Wall St. Rank hold GRNI as of Q2 2026.

  • DKM Wealth Management held 21,500 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $454K as of Q2 2026.
  • DKM Wealth Management sold 4,100 Fundstrat Granny Shots US Large Cap & Income ETF shares in Q2 2026, an estimated $85K.
  • Fundstrat Granny Shots US Large Cap & Income ETF made up 0.3% of DKM Wealth Management's portfolio in Q2 2026, its #35 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 3 quarters since.
  • DKM Wealth Management's Fundstrat Granny Shots US Large Cap & Income ETF position peaked at $488K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.