Act Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Act Wealth Management’s Portfolio GRNY Stock Details GRNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$305K	Hold	11,025	–	–	0.09%	45
2026 Q1	$263K	Buy	11,025 +448	+4%	+$11.2K	0.09%	49
2025 Q4	$262K	Sell	10,577 -4,223	-29%	-$106K	0.09%	50
2025 Q3	$370K	Buy	14,800 +4,274	+41%	+$101K	0.13%	34
2025 Q2	$239K	Hold	10,526	–	–	0.1%	45
2025 Q1	$191K	Buy	+10,526	New	+$209K	0.09%	46

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Act Wealth Management's GRNY Position: Q2 2026 in Review

Act Wealth Management held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 11,025 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #45.

Act Wealth Management first reported a position in GRNY in Q1 2025 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Act Wealth Management held 11,025 shares of FundStrat Granny Shots US Large Cap ETF worth $305K as of Q2 2026.
Act Wealth Management left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
FundStrat Granny Shots US Large Cap ETF made up 0.09% of Act Wealth Management's portfolio in Q2 2026, its #45 holding.
Act Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
Act Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $370K in Q3 2025.
327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.