PWM
GRNJ

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

Pinnacle 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 		$10.4M Sell
332,087
-94,047
-22% -$2.81M 6.47% 7
2026
Q1 		$10.7M Buy
426,134
+311,634
+272% +$8.4M 7.18% 7
2025
Q4 		$2.93M Buy
+114,500
New +$2.95M 1.97% 15

Other funds holding GRNJ

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Pinnacle Wealth Management's GRNJ Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 22% in Q2 2026, selling an estimated $2.81M and leaving 332,087 shares worth $10.4M. The position accounts for 6.47% of the portfolio, ranked #7.

Pinnacle Wealth Management first reported a position in GRNJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.7M in Q1 2026. 14 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • Pinnacle Wealth Management held 332,087 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $10.4M as of Q2 2026.
  • Pinnacle Wealth Management sold 94,047 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q2 2026, an estimated $2.81M.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 6.47% of Pinnacle Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Pinnacle 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.
  • Pinnacle Wealth Management's Fundstrat Granny Shots US Small & Mid-Cap ETF position peaked at $10.7M in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.