Disciplined Investors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Disciplined Investors’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	$1.91M	Buy	69,043 +7,509	+12%	+$200K	0.95%	28
2026 Q1	$1.47M	Buy	61,534 +100	+0.2%	+$2.49K	0.87%	34
2025 Q4	$1.52M	Sell	61,434 -500	-0.8%	-$12.6K	1%	31
2025 Q3	$1.55M	Buy	61,934 +15,107	+32%	+$357K	1.1%	28
2025 Q2	$1.06M	Buy	46,827 +18,827	+67%	+$375K	0.83%	34
2025 Q1	$509K	Buy	+28,000	New	+$555K	0.46%	53

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

Disciplined Investors's GRNY Position: Q2 2026 in Review

Disciplined Investors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 12% in Q2 2026, buying an estimated $200K and bringing the position to 69,043 shares worth $1.91M. The position accounts for 0.95% of the portfolio, ranked #28.

Disciplined Investors first reported a position in GRNY in Q1 2025 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Disciplined Investors held 69,043 shares of FundStrat Granny Shots US Large Cap ETF worth $1.91M as of Q2 2026.
Disciplined Investors bought 7,509 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $200K.
FundStrat Granny Shots US Large Cap ETF made up 0.95% of Disciplined Investors's portfolio in Q2 2026, its #28 holding.
Disciplined Investors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.