CA
GRNY

Calton & Associates’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Calton & Associates’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 		$557K Buy
20,156
+6,696
+50% +$178K 0.08% 216
2026
Q1 		$321K Buy
13,460
+3,675
+38% +$91.5K 0.05% 308
2025
Q4 		$242K Buy
+9,785
New +$246K 0.04% 381

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

Calton & Associates's GRNY Position: Q2 2026 in Review

Calton & Associates increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 50% in Q2 2026, buying an estimated $178K and bringing the position to 20,156 shares worth $557K. The position accounts for 0.08% of the portfolio, ranked #216.

Calton & Associates first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Calton & Associates held 20,156 shares of FundStrat Granny Shots US Large Cap ETF worth $557K as of Q2 2026.
  • Calton & Associates bought 6,696 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $178K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.08% of Calton & Associates's portfolio in Q2 2026, its #216 holding.
  • Calton & Associates first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.