BC
GRNY

Barrett & Company’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Barrett & Company’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 		$532K Buy
19,241
+6,666
+53% +$177K 0.15% 93
2026
Q1 		$300K Buy
12,575
+550
+5% +$13.7K 0.1% 116
2025
Q4 		$298K Buy
12,025
+3,100
+35% +$77.9K 0.1% 114
2025
Q3 		$223K Buy
8,925
+3,825
+75% +$90.4K 0.08% 141
2025
Q2 		$116K Hold
5,100
– – 0.04% 194
2025
Q1 		$92.7K Buy
5,100
+100
+2% +$1.98K 0.04% 202
2024
Q4 		$99.8K Buy
+5,000
New +$103K 0.04% 198

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

Barrett & Company's GRNY Position: Q2 2026 in Review

Barrett & Company increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 53% in Q2 2026, buying an estimated $177K and bringing the position to 19,241 shares worth $532K. The position accounts for 0.15% of the portfolio, ranked #93.

Barrett & Company first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Barrett & Company held 19,241 shares of FundStrat Granny Shots US Large Cap ETF worth $532K as of Q2 2026.
  • Barrett & Company bought 6,666 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $177K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.15% of Barrett & Company's portfolio in Q2 2026, its #93 holding.
  • Barrett & Company first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.