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
Q2 		$248K Hold
11,730
– – 0.02% 465
2026
Q1 		$223K Buy
+11,730
New +$235K 0.02% 502

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
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 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

Institute for Wealth Management's GRNI Position: Q2 2026 in Review

Institute for Wealth Management held its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) position steady in Q2 2026 at 11,730 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #465.

Institute for Wealth Management first reported a position in GRNI in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold GRNI as of Q2 2026.

  • Institute for Wealth Management held 11,730 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $248K as of Q2 2026.
  • Institute for Wealth Management left its Fundstrat Granny Shots US Large Cap & Income ETF share count unchanged in Q2 2026.
  • Fundstrat Granny Shots US Large Cap & Income ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Institute for Wealth Management first reported a position in Fundstrat Granny Shots US Large Cap & Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.