Private Wealth Asset Management’s Fundstrat Granny Shots US Large Cap & Income ETF GRNI Stock Holding History

Private Wealth Asset Management’s Portfolio GRNI Stock Details GRNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.4K	Buy	2,750 +1,750	+175%	+$35.1K	0.01%	423
2025 Q4	$20.3K	Buy	+1,000	New	+$20.4K	﹤0.01%	554

Other funds holding GRNI

LJCM

Lee Johnson Capital Management Fort Worth, Texas $279M AUM 40.65% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Private Wealth Asset Management's GRNI Position: Q1 2026 in Review

Private Wealth Asset Management increased its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) stake by 175% in Q1 2026, buying an estimated $35.1K and bringing the position to 2,750 shares worth $52.4K. The position accounts for 0.01% of the portfolio, ranked #423.

Private Wealth Asset Management first reported a position in GRNI in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold GRNI as of Q1 2026.

Private Wealth Asset Management held 2,750 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $52.4K as of Q1 2026.
Private Wealth Asset Management bought 1,750 Fundstrat Granny Shots US Large Cap & Income ETF shares in Q1 2026, an estimated $35.1K.
Fundstrat Granny Shots US Large Cap & Income ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #423 holding.
Private Wealth Asset Management first reported a position in Fundstrat Granny Shots US Large Cap & Income ETF in Q4 2025 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.