LPL Financial
GRNJ

LPL Financial’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

LPL Financial’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 		$980K Buy
39,166
+780
+2% +$21K ﹤0.01% 4197
2025
Q4 		$981K Buy
+38,386
New +$988K ﹤0.01% 4093

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
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

LPL Financial's GRNJ Position: Q1 2026 in Review

LPL Financial increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 2% in Q1 2026, buying an estimated $21K and bringing the position to 39,166 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #4197.

LPL Financial first reported a position in GRNJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $981K in Q4 2025. 68 funds tracked by Wall St. Rank hold GRNJ as of Q1 2026.

  • LPL Financial held 39,166 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $980K as of Q1 2026.
  • LPL Financial bought 780 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q1 2026, an estimated $21K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4197 holding.
  • LPL Financial first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Fundstrat Granny Shots US Small & Mid-Cap ETF position peaked at $981K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.