IFWM
GRNI

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

Institute for 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 		$223K Buy
+11,730
New +$235K 0.02% 502

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
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 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
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return