Downshift Financial’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Downshift Financial’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 Q3	$529	Buy	+19	New	+$526	﹤0.01%	599

Other funds holding GRNY

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Downshift Financial's GRNY Position: Q3 2026 in Review

Downshift Financial opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2026: 19 shares worth $529. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

83 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

Downshift Financial held 19 shares of FundStrat Granny Shots US Large Cap ETF worth $529 as of Q3 2026.
FundStrat Granny Shots US Large Cap ETF was a new Downshift Financial position in Q3 2026.
FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #599 holding.
83 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.