BCWM
GRNY

Bartlett & Co Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Bartlett & Co 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 		$59.7K Hold
2,160
– – ﹤0.01% 708
2026
Q1 		$57.5K Hold
2,160
– – ﹤0.01% 657
2025
Q4 		$53.5K Hold
2,160
– – ﹤0.01% 656
2025
Q3 		$54K Buy
+2,160
New +$51.1K ﹤0.01% 658

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

Bartlett & Co Wealth Management's GRNY Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 2,160 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Bartlett & Co Wealth Management first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Bartlett & Co Wealth Management held 2,160 shares of FundStrat Granny Shots US Large Cap ETF worth $59.7K as of Q2 2026.
  • Bartlett & Co Wealth Management left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #708 holding.
  • Bartlett & Co Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.