Bank of Montreal
GRNY

Bank of Montreal’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Bank of Montreal’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 		$274K Sell
11,493
-1,374
-11% -$34.2K ﹤0.01% 2729
2025
Q4 		$319K Buy
12,867
+7,897
+159% +$198K ﹤0.01% 2554
2025
Q3 		$124K Buy
4,970
+3,406
+218% +$80.5K ﹤0.01% 2914
2025
Q2 		$35.5K Buy
+1,564
New +$31.1K ﹤0.01% 3204
2025
Q1 		– Sell
-1,000
Closed -$20K – 3789
2024
Q4 		$20K Buy
+1,000
New +$20.6K ﹤0.01% 3255

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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Bank of Montreal's GRNY Position: Q1 2026 in Review

Bank of Montreal reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 11% in Q1 2026, selling an estimated $34.2K and leaving 11,493 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Bank of Montreal first reported a position in GRNY in Q4 2024 and has held it in 5 quarters since. The position peaked at $319K in Q4 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Bank of Montreal held 11,493 shares of FundStrat Granny Shots US Large Cap ETF worth $274K as of Q1 2026.
  • Bank of Montreal sold 1,374 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $34.2K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2729 holding.
  • Bank of Montreal first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Bank of Montreal's FundStrat Granny Shots US Large Cap ETF position peaked at $319K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.