Creative Planning
GRNY

Creative Planning’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Creative Planning’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 		$1.36M Buy
49,188
+13,954
+40% +$371K ﹤0.01% 2398
2026
Q1 		$841K Buy
35,234
+952
+3% +$23.7K ﹤0.01% 2598
2025
Q4 		$849K Buy
34,282
+2,237
+7% +$56.2K ﹤0.01% 2414
2025
Q3 		$801K Buy
+32,045
New +$758K ﹤0.01% 2331

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

Creative Planning's GRNY Position: Q2 2026 in Review

Creative Planning increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 40% in Q2 2026, buying an estimated $371K and bringing the position to 49,188 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

Creative Planning first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Creative Planning held 49,188 shares of FundStrat Granny Shots US Large Cap ETF worth $1.36M as of Q2 2026.
  • Creative Planning bought 13,954 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $371K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2398 holding.
  • Creative Planning first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.