Cambridge Investment Research Advisors
GRNY

Cambridge Investment Research Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$26.8M Buy
1,124,735
+88,249
+9% +$2.2M 0.07% 290
2025
Q4 		$25.7M Buy
1,036,486
+364,202
+54% +$9.15M 0.07% 280
2025
Q3 		$16.8M Buy
672,284
+136,005
+25% +$3.22M 0.05% 409
2025
Q2 		$12.2M Buy
536,279
+260,677
+95% +$5.19M 0.04% 471
2025
Q1 		$5.01M Buy
275,602
+148,986
+118% +$2.95M 0.02% 802
2024
Q4 		$2.53M Buy
+126,616
New +$2.6M 0.01% 1189

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return