BWM
GRNY

BNC Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

BNC 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 		$1.1M Buy
39,859
+8,677
+28% +$231K 0.27% 57
2026
Q1 		$744K Buy
31,182
+3,712
+14% +$92.5K 0.21% 62
2025
Q4 		$680K Buy
27,470
+4,518
+20% +$113K 0.17% 63
2025
Q3 		$574K Buy
22,952
+7,424
+48% +$175K 0.14% 63
2025
Q2 		$352K Buy
15,528
+1,950
+14% +$38.8K 0.1% 68
2025
Q1 		$247K Buy
13,578
+1,892
+16% +$37.5K 0.09% 81
2024
Q4 		$233K Buy
+11,686
New +$240K 0.08% 84

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

BNC Wealth Management's GRNY Position: Q2 2026 in Review

BNC Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 28% in Q2 2026, buying an estimated $231K and bringing the position to 39,859 shares worth $1.1M. The position accounts for 0.27% of the portfolio, ranked #57.

BNC Wealth Management first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • BNC Wealth Management held 39,859 shares of FundStrat Granny Shots US Large Cap ETF worth $1.1M as of Q2 2026.
  • BNC Wealth Management bought 8,677 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $231K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.27% of BNC Wealth Management's portfolio in Q2 2026, its #57 holding.
  • BNC Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.