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Concurrent Investment Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Concurrent Investment 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 		$5.7M Sell
205,977
-1,443
-0.7% -$38.4K 0.05% 400
2026
Q1 		$4.95M Sell
207,420
-10,131
-5% -$252K 0.05% 362
2025
Q4 		$5.39M Buy
217,551
+183,160
+533% +$4.6M 0.06% 313
2025
Q3 		$859K Buy
+34,391
New +$813K 0.01% 701

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 22.9% 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

Concurrent Investment Advisors's GRNY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 0.7% in Q2 2026, selling an estimated $38.4K and leaving 205,977 shares worth $5.7M. The position accounts for 0.05% of the portfolio, ranked #400.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 205,977 shares of FundStrat Granny Shots US Large Cap ETF worth $5.7M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,443 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $38.4K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #400 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.