CFML
GRNY

COMPASS FINANCIAL MANAGEMENT LLC’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$70.9K Buy
+2,546
New +$67.7K 0.01% 619

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GRNY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 2,546 shares worth $70.9K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

272 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,546 shares of FundStrat Granny Shots US Large Cap ETF worth $70.9K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #619 holding.
  • 272 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.