KPWS
GRNJ

Kestra Private Wealth Services’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

Kestra Private Wealth Services’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
Q1 		$11.4M Buy
456,886
+128,320
+39% +$3.46M 0.14% 162
2025
Q4 		$8.39M Buy
+328,566
New +$8.46M 0.1% 215

Other funds holding GRNJ

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $148M AUM 38.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $200M AUM

Kestra Private Wealth Services's GRNJ Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 39% in Q1 2026, buying an estimated $3.46M and bringing the position to 456,886 shares worth $11.4M. The position accounts for 0.14% of the portfolio, ranked #162.

Kestra Private Wealth Services first reported a position in GRNJ in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold GRNJ as of Q1 2026.

  • Kestra Private Wealth Services held 456,886 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $11.4M as of Q1 2026.
  • Kestra Private Wealth Services bought 128,320 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q1 2026, an estimated $3.46M.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q1 2026, its #162 holding.
  • Kestra Private Wealth Services first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.