Core Wealth Advisors (Florida)’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Core Wealth Advisors (Florida)’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	$570K	Hold	20,599	–	–	0.11%	75
2026 Q1	$492K	Hold	20,599	–	–	0.12%	67
2025 Q4	$510K	Hold	20,599	–	–	0.13%	60
2025 Q3	$515K	Buy	20,599 +4,520	+28%	+$107K	0.13%	57
2025 Q2	$365K	Buy	+16,079	New	+$320K	0.1%	58

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GRNY Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 20,599 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #75.

Core Wealth Advisors (Florida) first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Core Wealth Advisors (Florida) held 20,599 shares of FundStrat Granny Shots US Large Cap ETF worth $570K as of Q2 2026.
Core Wealth Advisors (Florida) left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
FundStrat Granny Shots US Large Cap ETF made up 0.11% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #75 holding.
Core Wealth Advisors (Florida) first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.