SF
GRNJ

Sun Financial’s Fundstrat Granny Shots US Small & Mid-Cap ETF GRNJ Stock Holding History

Sun Financial’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 		$5.73M Buy
182,977
+9,618
+6% +$259K 2.87% 5
2025
Q4 		$4.43M Buy
+173,359
New +$4.46M 2.47% 7

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

Sun Financial's GRNJ Position: Q1 2026 in Review

Sun Financial increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 5.5% in Q1 2026, buying an estimated $259K and bringing the position to 182,977 shares worth $5.73M. The position accounts for 2.87% of the portfolio, ranked #5.

Sun Financial 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.

  • Sun Financial held 182,977 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $5.73M as of Q1 2026.
  • Sun Financial bought 9,618 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q1 2026, an estimated $259K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 2.87% of Sun Financial's portfolio in Q1 2026, its #5 holding.
  • Sun Financial 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 Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.