FD
GRNY

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

Financial Designs’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 		$4.3M Sell
155,502
-8,401
-5% -$223K 2.3% 9
2026
Q1 		$3.91M Buy
163,903
+16,938
+12% +$422K 2.18% 11
2025
Q4 		$3.64M Buy
+146,965
New +$3.69M 2.06% 11

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Financial Designs's GRNY Position: Q2 2026 in Review

Financial Designs reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 5.1% in Q2 2026, selling an estimated $223K and leaving 155,502 shares worth $4.3M. The position accounts for 2.3% of the portfolio, ranked #9.

Financial Designs first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Financial Designs held 155,502 shares of FundStrat Granny Shots US Large Cap ETF worth $4.3M as of Q2 2026.
  • Financial Designs sold 8,401 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $223K.
  • FundStrat Granny Shots US Large Cap ETF made up 2.3% of Financial Designs's portfolio in Q2 2026, its #9 holding.
  • Financial Designs first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.