HWM
GRNY

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

HB 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 		– Sell
-33,281
Closed -$794K – 1796
2026
Q1 		$794K Buy
+33,281
New +$829K 0.01% 764

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

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

HB Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026, closing a stake of 33,281 shares — an estimated $794K sold.

HB Wealth Management first reported a position in GRNY in Q1 2026 and held it in 1 quarter. The position peaked at $794K in Q1 2026. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • HB Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 33,281 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $794K.
  • HB Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $794K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.