CIA
GRNY

Cape Investment Advisory’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Cape Investment Advisory’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 		$5.53K Buy
+200
New +$5.32K ﹤0.01% 1005
2026
Q1 		– Sell
-200
Closed -$4.95K – 1288
2025
Q4 		$4.95K Buy
+200
New +$5.02K ﹤0.01% 910

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

Cape Investment Advisory's GRNY Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 200 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GRNY as recently as Q4 2025.

Cape Investment Advisory first reported a position in GRNY in Q4 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Cape Investment Advisory held 200 shares of FundStrat Granny Shots US Large Cap ETF worth $5.53K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new Cape Investment Advisory position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1005 holding.
  • Cape Investment Advisory first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.