DWM
GRNY

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

DKM 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 		$14M Buy
507,436
+27,684
+6% +$736K 9.17% 4
2026
Q1 		$11.5M Buy
479,752
+43,269
+10% +$1.08M 8.26% 4
2025
Q4 		$10.8M Buy
436,483
+67,575
+18% +$1.7M 8.06% 4
2025
Q3 		$9.22M Buy
368,908
+61,032
+20% +$1.44M 7.4% 4
2025
Q2 		$6.98M Buy
307,876
+40,308
+15% +$803K 6.02% 5
2025
Q1 		$4.86M Buy
267,568
+90,366
+51% +$1.79M 4.72% 7
2024
Q4 		$3.54M Buy
+177,202
New +$3.64M 3.35% 10

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

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

DKM Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 5.8% in Q2 2026, buying an estimated $736K and bringing the position to 507,436 shares worth $14M. The position accounts for 9.17% of the portfolio, ranked #4.

DKM Wealth Management first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • DKM Wealth Management held 507,436 shares of FundStrat Granny Shots US Large Cap ETF worth $14M as of Q2 2026.
  • DKM Wealth Management bought 27,684 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $736K.
  • FundStrat Granny Shots US Large Cap ETF made up 9.17% of DKM Wealth Management's portfolio in Q2 2026, its #4 holding.
  • DKM Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.