IFWM
GRNJ

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

Institute for 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
Q2 		$864K Buy
27,471
+7,887
+40% +$236K 0.08% 226
2026
Q1 		$490K Buy
19,584
+8,360
+74% +$225K 0.05% 325
2025
Q4 		$287K Buy
+11,224
New +$289K 0.03% 442

Other funds holding GRNJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Institute for Wealth Management increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 40% in Q2 2026, buying an estimated $236K and bringing the position to 27,471 shares worth $864K. The position accounts for 0.08% of the portfolio, ranked #226.

Institute for Wealth Management first reported a position in GRNJ in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • Institute for Wealth Management held 27,471 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $864K as of Q2 2026.
  • Institute for Wealth Management bought 7,887 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q2 2026, an estimated $236K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Institute for Wealth Management first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

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