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DKM Wealth Management’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

DKM Wealth Management’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
Q3 		$7.16M Buy
243,072
+33,550
+16% +$989K 4.53% 8
2026
Q2 		$6.59M Buy
209,522
+25,990
+14% +$776K 4.31% 7
2026
Q1 		$4.59M Buy
183,532
+99,186
+118% +$2.67M 3.31% 12
2025
Q4 		$2.16M Buy
+84,346
New +$2.17M 1.61% 15

Other funds holding GRNJ

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

DKM Wealth Management's GRNJ Position: Q3 2026 in Review

DKM Wealth Management increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 16% in Q3 2026, buying an estimated $989K and bringing the position to 243,072 shares worth $7.16M. The position accounts for 4.53% of the portfolio, ranked #8.

DKM Wealth Management first reported a position in GRNJ in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold GRNJ as of Q3 2026.

  • DKM Wealth Management held 243,072 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $7.16M as of Q3 2026.
  • DKM Wealth Management bought 33,550 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q3 2026, an estimated $989K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 4.53% of DKM Wealth Management's portfolio in Q3 2026, its #8 holding.
  • DKM Wealth Management first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.