AFP
GRNY

ATX Financial Planning’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

ATX Financial Planning’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
Q1 		– Sell
-24,068
Closed -$596K – 96
2025
Q4 		$596K Buy
+24,068
New +$605K 0.46% 53

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

ATX Financial Planning's GRNY Position: Q1 2026 in Review

ATX Financial Planning sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2026, closing a stake of 24,068 shares — an estimated $596K sold.

ATX Financial Planning first reported a position in GRNY in Q4 2025 and held it in 1 quarter. The position peaked at $596K in Q4 2025. 319 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • ATX Financial Planning reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 24,068 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $596K.
  • ATX Financial Planning first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's FundStrat Granny Shots US Large Cap ETF position peaked at $596K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.