FEM
GRNY

Fulcrum Equity Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Fulcrum Equity Management’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 		$482K Buy
17,449
+5,574
+47% +$148K 0.35% 68
2026
Q1 		$283K Sell
11,875
-26,093
-69% -$650K 0.27% 93
2025
Q4 		$940K Buy
+37,968
New +$954K 0.9% 29

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 $103B AUM 28.65% 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 22.96% 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 $59.5B AUM 35.96% 1-Year Est. Return

Fulcrum Equity Management's GRNY Position: Q2 2026 in Review

Fulcrum Equity Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 47% in Q2 2026, buying an estimated $148K and bringing the position to 17,449 shares worth $482K. The position accounts for 0.35% of the portfolio, ranked #68.

Fulcrum Equity Management first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $940K in Q4 2025. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Fulcrum Equity Management held 17,449 shares of FundStrat Granny Shots US Large Cap ETF worth $482K as of Q2 2026.
  • Fulcrum Equity Management bought 5,574 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $148K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.35% of Fulcrum Equity Management's portfolio in Q2 2026, its #68 holding.
  • Fulcrum Equity Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's FundStrat Granny Shots US Large Cap ETF position peaked at $940K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.