AWA
GRNY

Arete Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Arete Wealth Advisors’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 		$1.61M Buy
58,269
+1,915
+3% +$50.9K 0.11% 179
2026
Q1 		$1.35M Buy
56,354
+8,990
+19% +$224K 0.1% 193
2025
Q4 		$1.17M Sell
47,364
-181
-0.4% -$4.55K 0.08% 223
2025
Q3 		$1.19M Buy
+47,545
New +$1.12M 0.07% 248

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Arete Wealth Advisors's GRNY Position: Q2 2026 in Review

Arete Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 3.4% in Q2 2026, buying an estimated $50.9K and bringing the position to 58,269 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #179.

Arete Wealth Advisors first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Arete Wealth Advisors held 58,269 shares of FundStrat Granny Shots US Large Cap ETF worth $1.61M as of Q2 2026.
  • Arete Wealth Advisors bought 1,915 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $50.9K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.11% of Arete Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Arete Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.