CAPTRUST Financial Advisors
GRNY

CAPTRUST Financial Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

CAPTRUST Financial 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
Q2 		$3.75M Buy
135,697
+25,027
+23% +$666K 0.01% 960
2026
Q1 		$2.64M Buy
110,670
+28,494
+35% +$710K ﹤0.01% 1074
2025
Q4 		$2.03M Buy
82,176
+14,343
+21% +$360K ﹤0.01% 1090
2025
Q3 		$1.7M Buy
67,833
+41,633
+159% +$984K ﹤0.01% 1108
2025
Q2 		$594K Buy
26,200
+14,662
+127% +$292K ﹤0.01% 1626
2025
Q1 		$210K Buy
11,538
+1,538
+15% +$30.5K ﹤0.01% 2144
2024
Q4 		$200K Buy
+10,000
New +$206K ﹤0.01% 2142

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

CAPTRUST Financial Advisors's GRNY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 23% in Q2 2026, buying an estimated $666K and bringing the position to 135,697 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #960.

CAPTRUST Financial Advisors first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • CAPTRUST Financial Advisors held 135,697 shares of FundStrat Granny Shots US Large Cap ETF worth $3.75M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 25,027 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $666K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #960 holding.
  • CAPTRUST Financial Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.