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Foundations Investment Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Foundations Investment Advisors’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 		$1.49M Buy
53,735
+27,061
+101% +$720K 0.02% 479
2026
Q1 		$637K Sell
26,674
-56,160
-68% -$1.4M 0.01% 642
2025
Q4 		$2.05M Sell
82,834
-132,346
-62% -$3.32M 0.03% 340
2025
Q3 		$5.38M Buy
+215,180
New +$5.09M 0.08% 196

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 22.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Foundations Investment Advisors's GRNY Position: Q2 2026 in Review

Foundations Investment Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 101% in Q2 2026, buying an estimated $720K and bringing the position to 53,735 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #479.

Foundations Investment Advisors first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.38M in Q3 2025. 329 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Foundations Investment Advisors held 53,735 shares of FundStrat Granny Shots US Large Cap ETF worth $1.49M as of Q2 2026.
  • Foundations Investment Advisors bought 27,061 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $720K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #479 holding.
  • Foundations Investment Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's FundStrat Granny Shots US Large Cap ETF position peaked at $5.38M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.