BCM
GRNY

Berbice Capital Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Berbice Capital 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 		– Sell
-2,000
Closed -$47.7K – 171
2026
Q1 		$47.7K Buy
+2,000
New +$49.8K 0.03% 85

Other funds holding GRNY

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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

Berbice Capital Management's GRNY Position: Q2 2026 in Review

Berbice Capital Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026, closing a stake of 2,000 shares — an estimated $47.7K sold.

Berbice Capital Management first reported a position in GRNY in Q1 2026 and held it in 1 quarter. The position peaked at $47.7K in Q1 2026. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Berbice Capital Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 2,000 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $47.7K.
  • Berbice Capital Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Berbice Capital Management's FundStrat Granny Shots US Large Cap ETF position peaked at $47.7K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.