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 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 $6.11B AUM 33.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

DKM Wealth Management's GRNY Position: Q1 2026 in Review

DKM Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 9.9% in Q1 2026, buying an estimated $1.08M and bringing the position to 479,752 shares worth $11.5M. The position accounts for 8.26% of the portfolio, ranked #4.

DKM Wealth Management first reported a position in GRNY in Q4 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

DKM Wealth Management held 479,752 shares of FundStrat Granny Shots US Large Cap ETF worth $11.5M as of Q1 2026.
DKM Wealth Management bought 43,269 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $1.08M.
FundStrat Granny Shots US Large Cap ETF made up 8.26% of DKM Wealth Management's portfolio in Q1 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 6 quarters since.
318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.