BW
GRNY

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

Balance Wealth’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 		$13.9M Buy
501,752
+1,082
+0.2% +$28.8K 3.69% 6
2026
Q1 		$12M Buy
+500,670
New +$12.5M 3.71% 6

Other funds holding GRNY

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Balance Wealth's GRNY Position: Q2 2026 in Review

Balance Wealth increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 0.22% in Q2 2026, buying an estimated $28.8K and bringing the position to 501,752 shares worth $13.9M. The position accounts for 3.69% of the portfolio, ranked #6.

Balance Wealth first reported a position in GRNY in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Balance Wealth held 501,752 shares of FundStrat Granny Shots US Large Cap ETF worth $13.9M as of Q2 2026.
  • Balance Wealth bought 1,082 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $28.8K.
  • FundStrat Granny Shots US Large Cap ETF made up 3.69% of Balance Wealth's portfolio in Q2 2026, its #6 holding.
  • Balance Wealth first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.