PWAM
GRNJ

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

Private Wealth Asset 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
Q1 		$50K Buy
2,000
+1,250
+167% +$33.7K 0.01% 428
2025
Q4 		$19.2K Buy
+750
New +$19.3K ﹤0.01% 564

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 $103B AUM 28.65% 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
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Private Wealth Asset Management increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 167% in Q1 2026, buying an estimated $33.7K and bringing the position to 2,000 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #428.

Private Wealth Asset Management 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.

  • Private Wealth Asset Management held 2,000 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $50K as of Q1 2026.
  • Private Wealth Asset Management bought 1,250 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q1 2026, an estimated $33.7K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #428 holding.
  • Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.