GWM
GRNY

GK Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

GK Wealth 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 		$373K Buy
+13,505
New +$359K 0.2% 127
2026
Q1 		– Sell
-13,750
Closed -$340K – 227
2025
Q4 		$340K Buy
+13,750
New +$345K 0.23% 112

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 22.96% 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

GK Wealth Management's GRNY Position: Q2 2026 in Review

GK Wealth Management opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 13,505 shares worth $373K. The stake represents 0.2% of the portfolio and ranks #127 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in GRNY as recently as Q4 2025.

GK Wealth Management first reported a position in GRNY in Q4 2025 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • GK Wealth Management held 13,505 shares of FundStrat Granny Shots US Large Cap ETF worth $373K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new GK Wealth Management position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.2% of GK Wealth Management's portfolio in Q2 2026, its #127 holding.
  • GK Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.