CFG
GRNY

CMC Financial Group’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

CMC Financial Group’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 		– Sell
-181,586
Closed -$4.5M – 51
2025
Q4 		$4.5M Buy
181,586
+141,028
+348% +$3.54M 8.02% 5
2025
Q3 		$1.01M Buy
+40,558
New +$959K 1.88% 10

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 $570B 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 $16.6B 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 $377B 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

CMC Financial Group's GRNY Position: Q1 2026 in Review

CMC Financial Group sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2026, closing a stake of 181,586 shares — an estimated $4.5M sold.

CMC Financial Group first reported a position in GRNY in Q3 2025 and held it in 2 quarters. The position peaked at $4.5M in Q4 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • CMC Financial Group reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • CMC Financial Group sold 181,586 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $4.5M.
  • CMC Financial Group first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and held it in 2 quarters.
  • CMC Financial Group's FundStrat Granny Shots US Large Cap ETF position peaked at $4.5M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.