BCP
GRNY

Berkeley Capital Partners’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Berkeley Capital Partners’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 		$232K Hold
8,400
– – 0.05% 186
2026
Q1 		$201K Sell
8,400
-121
-1% -$3.01K 0.05% 178
2025
Q4 		$211K Sell
8,521
-447
-5% -$11.2K 0.05% 184
2025
Q3 		$224K Buy
+8,968
New +$212K 0.05% 170

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 $103B AUM 28.65% 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

Berkeley Capital Partners's GRNY Position: Q2 2026 in Review

Berkeley Capital Partners held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 8,400 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #186.

Berkeley Capital Partners first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Berkeley Capital Partners held 8,400 shares of FundStrat Granny Shots US Large Cap ETF worth $232K as of Q2 2026.
  • Berkeley Capital Partners left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.05% of Berkeley Capital Partners's portfolio in Q2 2026, its #186 holding.
  • Berkeley Capital Partners first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.