CWM
GRNY

Concentrum Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Concentrum Wealth Management’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 		$2.89M Buy
104,471
+1,633
+2% +$43.4K 0.69% 27
2026
Q1 		$2.45M Buy
102,838
+5,517
+6% +$137K 0.72% 26
2025
Q4 		$2.41M Buy
+97,321
New +$2.44M 0.67% 26

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

Concentrum Wealth Management's GRNY Position: Q2 2026 in Review

Concentrum Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1.6% in Q2 2026, buying an estimated $43.4K and bringing the position to 104,471 shares worth $2.89M. The position accounts for 0.69% of the portfolio, ranked #27.

Concentrum Wealth Management first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Concentrum Wealth Management held 104,471 shares of FundStrat Granny Shots US Large Cap ETF worth $2.89M as of Q2 2026.
  • Concentrum Wealth Management bought 1,633 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $43.4K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.69% of Concentrum Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Concentrum Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.