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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

First Heartland Consultants's GRNY Position: Q2 2026 in Review

First Heartland Consultants increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1.6% in Q2 2026, buying an estimated $268K and bringing the position to 644,409 shares worth $17.8M. The position accounts for 1.15% of the portfolio, ranked #17.

First Heartland Consultants first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

First Heartland Consultants held 644,409 shares of FundStrat Granny Shots US Large Cap ETF worth $17.8M as of Q2 2026.
First Heartland Consultants bought 10,058 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $268K.
FundStrat Granny Shots US Large Cap ETF made up 1.15% of First Heartland Consultants's portfolio in Q2 2026, its #17 holding.
First Heartland Consultants first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.