RWP
GRNJ

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

Reliant Wealth Planning’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 		$14.8M Buy
592,673
+34,779
+6% +$937K 4.48% 10
2025
Q4 		$14.3M Buy
+557,894
New +$14.4M 4.45% 9

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
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
SF
Sun Financial Midvale, Utah $200M AUM