GVAG
GRNY

Great Valley Advisor Group’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Great Valley Advisor Group’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 		$304K Buy
+10,993
New +$292K ﹤0.01% 849
2026
Q1 		– Sell
-8,869
Closed -$220K – 1051
2025
Q4 		$220K Buy
+8,869
New +$223K ﹤0.01% 871

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

Great Valley Advisor Group's GRNY Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 10,993 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Great Valley Advisor Group previously reported a position in GRNY as recently as Q4 2025.

Great Valley Advisor Group first reported a position in GRNY in Q4 2025 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Great Valley Advisor Group held 10,993 shares of FundStrat Granny Shots US Large Cap ETF worth $304K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new Great Valley Advisor Group position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #849 holding.
  • Great Valley Advisor Group first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.