FIA
GRNY

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
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 $6.11B AUM 33.56% 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 $3B AUM 24.41% 1-Year Est. Return

Foundations Investment Advisors's GRNY Position: Q1 2026 in Review

Foundations Investment Advisors reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 68% in Q1 2026, selling an estimated $1.4M and leaving 26,674 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #642.

Foundations Investment Advisors first reported a position in GRNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.38M in Q3 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Foundations Investment Advisors held 26,674 shares of FundStrat Granny Shots US Large Cap ETF worth $637K as of Q1 2026.
  • Foundations Investment Advisors sold 56,160 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $1.4M.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #642 holding.
  • Foundations Investment Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's FundStrat Granny Shots US Large Cap ETF position peaked at $5.38M in Q3 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.