IWC
GRNJ

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

Integrated Wealth Concepts’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 		$1.08M Sell
34,324
-43,405
-56% -$1.3M 0.01% 1298
2026
Q1 		$1.94M Buy
+77,729
New +$2.09M 0.02% 757

Other funds holding GRNJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 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

Integrated Wealth Concepts's GRNJ Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 56% in Q2 2026, selling an estimated $1.3M and leaving 34,324 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1298.

Integrated Wealth Concepts first reported a position in GRNJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.94M in Q1 2026. 78 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • Integrated Wealth Concepts held 34,324 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Integrated Wealth Concepts sold 43,405 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q2 2026, an estimated $1.3M.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1298 holding.
  • Integrated Wealth Concepts first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Fundstrat Granny Shots US Small & Mid-Cap ETF position peaked at $1.94M in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.