FP
GRNY

Fiduciary Planning’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Fiduciary Planning’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 		$296K Hold
10,714
– – 0.08% 63
2026
Q1 		$256K Sell
10,714
-1,272
-11% -$31.7K 0.08% 63
2025
Q4 		$297K Hold
11,986
– – 0.09% 57
2025
Q3 		$300K Buy
+11,986
New +$283K 0.09% 65

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

Fiduciary Planning's GRNY Position: Q2 2026 in Review

Fiduciary Planning held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 10,714 shares worth $296K. The position accounts for 0.08% of the portfolio, ranked #63.

Fiduciary Planning first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q3 2025. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Fiduciary Planning held 10,714 shares of FundStrat Granny Shots US Large Cap ETF worth $296K as of Q2 2026.
  • Fiduciary Planning left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.08% of Fiduciary Planning's portfolio in Q2 2026, its #63 holding.
  • Fiduciary Planning first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Planning's FundStrat Granny Shots US Large Cap ETF position peaked at $300K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.