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
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 $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

Fiduciary Planning's GRNY Position: Q1 2026 in Review

Fiduciary Planning reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 11% in Q1 2026, selling an estimated $31.7K and leaving 10,714 shares worth $256K. 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 3 quarters since. The position peaked at $300K in Q3 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Fiduciary Planning held 10,714 shares of FundStrat Granny Shots US Large Cap ETF worth $256K as of Q1 2026.
  • Fiduciary Planning sold 1,272 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $31.7K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.08% of Fiduciary Planning's portfolio in Q1 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 3 quarters since.
  • Fiduciary Planning's FundStrat Granny Shots US Large Cap ETF position peaked at $300K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.