GWSA
GRNY

Global Wealth Strategies & Associates’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-348
Closed -$8.31K – 522
2026
Q1 		$8.31K Sell
348
-51
-13% -$1.27K ﹤0.01% 327
2025
Q4 		$9.88K Buy
+399
New +$10K ﹤0.01% 314

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

Global Wealth Strategies & Associates's GRNY Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026, closing a stake of 348 shares — an estimated $8.31K sold.

Global Wealth Strategies & Associates first reported a position in GRNY in Q4 2025 and held it in 2 quarters. The position peaked at $9.88K in Q4 2025. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 348 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $8.31K.
  • Global Wealth Strategies & Associates first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's FundStrat Granny Shots US Large Cap ETF position peaked at $9.88K in Q4 2025.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.