EGA
GRNY

E&G Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

E&G Advisors’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 		$605K Sell
21,863
-87
-0.4% -$2.31K 0.12% 126
2026
Q1 		$524K Sell
21,950
-244
-1% -$6.08K 0.12% 135
2025
Q4 		$550K Buy
22,194
+2,062
+10% +$51.8K 0.12% 124
2025
Q3 		$503K Buy
+20,132
New +$476K 0.12% 129

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

E&G Advisors's GRNY Position: Q2 2026 in Review

E&G Advisors reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 0.4% in Q2 2026, selling an estimated $2.31K and leaving 21,863 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #126.

E&G Advisors 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.

  • E&G Advisors held 21,863 shares of FundStrat Granny Shots US Large Cap ETF worth $605K as of Q2 2026.
  • E&G Advisors sold 87 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $2.31K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.12% of E&G Advisors's portfolio in Q2 2026, its #126 holding.
  • E&G Advisors 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 E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.