Cerity Partners
GRNY icon

Cerity Partners’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Cerity Partners’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 		$1.7M Sell
61,344
-4,410
-7% -$117K ﹤0.01% 1682
2026
Q1 		$1.57M Buy
65,754
+40,627
+162% +$1.01M ﹤0.01% 1605
2025
Q4 		$622K Buy
25,127
+10,822
+76% +$272K ﹤0.01% 1969
2025
Q3 		$357K Buy
+14,305
New +$338K ﹤0.01% 2170

Other funds holding GRNY

HCM
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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 22.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cerity Partners's GRNY Position: Q2 2026 in Review

Cerity Partners reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 6.7% in Q2 2026, selling an estimated $117K and leaving 61,344 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Cerity Partners first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Cerity Partners held 61,344 shares of FundStrat Granny Shots US Large Cap ETF worth $1.7M as of Q2 2026.
  • Cerity Partners sold 4,410 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $117K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1682 holding.
  • Cerity Partners first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.