Independent Financial Group
GRNJ icon

Independent Financial Group’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

Independent Financial Group’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 		$568K Sell
19,297
-17,885
-48% -$527K 0.01% 947
2026
Q2 		$1.17M Buy
37,182
+10,061
+37% +$301K 0.02% 627
2026
Q1 		$678K Buy
+27,121
New +$731K 0.02% 779

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
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Venture Visionary Partners
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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Independent Financial Group's GRNJ Position: Q3 2026 in Review

Independent Financial Group reduced its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 48% in Q3 2026, selling an estimated $527K and leaving 19,297 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #947.

Independent Financial Group first reported a position in GRNJ in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.17M in Q2 2026. 10 funds tracked by Wall St. Rank hold GRNJ as of Q3 2026.

  • Independent Financial Group held 19,297 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $568K as of Q3 2026.
  • Independent Financial Group sold 17,885 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q3 2026, an estimated $527K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #947 holding.
  • Independent Financial Group first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's Fundstrat Granny Shots US Small & Mid-Cap ETF position peaked at $1.17M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.