EFS
GRNY

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

Essex Financial Services’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 		$594K Hold
24,900
– – 0.03% 409
2025
Q4 		$617K Hold
24,900
– – 0.04% 393
2025
Q3 		$622K Buy
24,900
+15,900
+177% +$376K 0.04% 371
2025
Q2 		$204K Buy
+9,000
New +$179K 0.01% 654

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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Essex Financial Services's GRNY Position: Q1 2026 in Review

Essex Financial Services held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q1 2026 at 24,900 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #409.

Essex Financial Services first reported a position in GRNY in Q2 2025 and has held it in 4 quarters since. The position peaked at $622K in Q3 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Essex Financial Services held 24,900 shares of FundStrat Granny Shots US Large Cap ETF worth $594K as of Q1 2026.
  • Essex Financial Services left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q1 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #409 holding.
  • Essex Financial Services first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Essex Financial Services's FundStrat Granny Shots US Large Cap ETF position peaked at $622K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.