TA
GRNJ

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

TrueWealth 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 		$11.7M Buy
371,143
+9,709
+3% +$290K 2.63% 10
2026
Q1 		$9.04M Buy
361,434
+353,362
+4,378% +$9.52M 2.27% 10
2025
Q4 		$206K Buy
+8,072
New +$208K 0.05% 236

Other funds holding GRNJ

TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 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
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $131M AUM
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

TrueWealth Advisors's GRNJ Position: Q2 2026 in Review

TrueWealth Advisors increased its Fundstrat Granny Shots US Small & Mid-Cap ETF (GRNJ) stake by 2.7% in Q2 2026, buying an estimated $290K and bringing the position to 371,143 shares worth $11.7M. The position accounts for 2.63% of the portfolio, ranked #10.

TrueWealth Advisors first reported a position in GRNJ in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold GRNJ as of Q2 2026.

  • TrueWealth Advisors held 371,143 shares of Fundstrat Granny Shots US Small & Mid-Cap ETF worth $11.7M as of Q2 2026.
  • TrueWealth Advisors bought 9,709 Fundstrat Granny Shots US Small & Mid-Cap ETF shares in Q2 2026, an estimated $290K.
  • Fundstrat Granny Shots US Small & Mid-Cap ETF made up 2.63% of TrueWealth Advisors's portfolio in Q2 2026, its #10 holding.
  • TrueWealth 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.
  • 30 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Small & Mid-Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.