SWA
GRNJ

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

SOA Wealth Advisors’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 		$27.4K Buy
870
+217
+33% +$6.48K ﹤0.01% 479
2026
Q1 		$16.3K Buy
653
+148
+29% +$3.99K ﹤0.01% 522
2025
Q4 		$12.9K Buy
+505
New +$13K ﹤0.01% 566

Other funds holding GRNJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SOA Wealth Advisors's GRNJ Position: Q2 2026 in Review

SOA Wealth Advisors increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 33% in Q2 2026, buying an estimated $6.48K and bringing the position to 870 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

SOA Wealth Advisors first reported a position in GRNJ in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • SOA Wealth Advisors held 870 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $27.4K as of Q2 2026.
  • SOA Wealth Advisors bought 217 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q2 2026, an estimated $6.48K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #479 holding.
  • SOA Wealth Advisors first reported a position in Fundstrat Granny Shots US Small & Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.