GIA
GRNY

Gladstone Institutional Advisory’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Gladstone Institutional Advisory’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 		$471K Sell
17,025
-1,847
-10% -$49.1K 0.01% 605
2026
Q1 		$450K Buy
18,872
+8,129
+76% +$202K 0.02% 559
2025
Q4 		$266K Buy
+10,743
New +$270K 0.01% 671

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

Gladstone Institutional Advisory's GRNY Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 9.8% in Q2 2026, selling an estimated $49.1K and leaving 17,025 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #605.

Gladstone Institutional Advisory first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Gladstone Institutional Advisory held 17,025 shares of FundStrat Granny Shots US Large Cap ETF worth $471K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,847 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $49.1K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #605 holding.
  • Gladstone Institutional Advisory first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.