First Heartland Consultants’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

First Heartland Consultants’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	$17.8M	Buy	644,409 +10,058	+2%	+$268K	1.15%	17
2026 Q1	$15.1M	Buy	634,351 +37,490	+6%	+$934K	1.16%	18
2025 Q4	$14.8M	Buy	596,861 +159,803	+37%	+$4.01M	1.12%	19
2025 Q3	$10.9M	Buy	437,058 +256,763	+142%	+$6.07M	0.88%	28
2025 Q2	$4.09M	Buy	180,295 +69,231	+62%	+$1.38M	0.36%	65
2025 Q1	$2.02M	Buy	111,064 +54,827	+97%	+$1.09M	0.21%	99
2024 Q4	$1.12M	Buy	+56,237	New	+$1.16M	0.12%	141

Other funds holding GRNY

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return