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

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 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. 53 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.
  • 53 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.