HWM
GRNY

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

HighMark 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
2025
Q2 		– Sell
-1,275
Closed -$23.2K – 641
2025
Q1 		$23.2K Hold
1,275
– – 0.01% 190
2024
Q4 		$25.4K Buy
+1,275
New +$26.2K 0.01% 176

Other funds holding GRNY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

HighMark Wealth Management's GRNY Position: Q2 2025 in Review

HighMark Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2025, closing a stake of 1,275 shares — an estimated $23.2K sold.

HighMark Wealth Management first reported a position in GRNY in Q4 2024 and held it in 2 quarters. The position peaked at $25.4K in Q4 2024. 149 funds tracked by Wall St. Rank hold GRNY as of Q2 2025.

  • HighMark Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 1,275 FundStrat Granny Shots US Large Cap ETF shares in Q2 2025, an estimated $23.2K.
  • HighMark Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and held it in 2 quarters.
  • HighMark Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $25.4K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.