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 Q3	–	Sell	-11,025	Closed	-$305K	–	67
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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Act Wealth Management's GRNY Position: Q3 2026 in Review

Act Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2026, closing a stake of 11,025 shares — an estimated $305K sold.

Act Wealth Management first reported a position in GRNY in Q1 2025 and held it in 6 quarters. The position peaked at $370K in Q3 2025. 32 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

Act Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q3 2026 after selling out during the quarter.
Act Wealth Management sold 11,025 FundStrat Granny Shots US Large Cap ETF shares in Q3 2026, an estimated $305K.
Act Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and held it in 6 quarters.
Act Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $370K in Q3 2025.
32 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.