EP Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

EP Wealth 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	$255K	Buy	+9,231	New	+$246K	﹤0.01%	1379

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

EP Wealth Advisors's GRNY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 9,231 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

EP Wealth Advisors held 9,231 shares of FundStrat Granny Shots US Large Cap ETF worth $255K as of Q2 2026.
FundStrat Granny Shots US Large Cap ETF was a new EP Wealth Advisors position in Q2 2026.
FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1379 holding.
326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.