BWL
GRNY

Bogart Wealth LLC’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Bogart Wealth LLC’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 		$387 Hold
14
– – ﹤0.01% 1839
2026
Q1 		$334 Buy
14
+1
+8% +$25 ﹤0.01% 1661
2025
Q4 		$322 Buy
13
+12
+1,200% +$301 ﹤0.01% 1517
2025
Q3 		$25 Buy
+1
New +$24 ﹤0.01% 1522

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

Bogart Wealth LLC's GRNY Position: Q2 2026 in Review

Bogart Wealth LLC held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 14 shares worth $387. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 14 shares of FundStrat Granny Shots US Large Cap ETF worth $387 as of Q2 2026.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's portfolio in Q2 2026, its #1839 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.