AWM
GRNY icon

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

Avior 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 		$1.58M Buy
57,250
+6,767
+13% +$180K 0.04% 284
2026
Q1 		$1.21M Buy
50,483
+9,272
+22% +$231K 0.03% 319
2025
Q4 		$1.02M Buy
41,211
+20,516
+99% +$515K 0.03% 307
2025
Q3 		$517K Buy
20,695
+11,089
+115% +$262K 0.02% 435
2025
Q2 		$218K Buy
+9,606
New +$191K 0.01% 651

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 22.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Avior Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 13% in Q2 2026, buying an estimated $180K and bringing the position to 57,250 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #284.

Avior Wealth Management first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Avior Wealth Management held 57,250 shares of FundStrat Granny Shots US Large Cap ETF worth $1.58M as of Q2 2026.
  • Avior Wealth Management bought 6,767 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $180K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Avior Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.