Independent Financial Group’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Independent Financial 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 Q3	$3.11M	Sell	111,891 -3,805	-3%	-$105K	0.06%	333
2026 Q2	$3.2M	Buy	115,696 +16,210	+16%	+$431K	0.06%	330
2026 Q1	$2.37M	Sell	99,486 -9,741	-9%	-$243K	0.05%	363
2025 Q4	$2.7M	Buy	109,227 +40,566	+59%	+$1.02M	0.06%	309
2025 Q3	$1.72M	Buy	68,661 +47,221	+220%	+$1.12M	0.04%	433
2025 Q2	$486K	Buy	+21,440	New	+$427K	0.01%	795

Other funds holding GRNY

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Independent Financial Group's GRNY Position: Q3 2026 in Review

Independent Financial Group reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 3.3% in Q3 2026, selling an estimated $105K and leaving 111,891 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #333.

Independent Financial Group first reported a position in GRNY in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.2M in Q2 2026. 33 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

Independent Financial Group held 111,891 shares of FundStrat Granny Shots US Large Cap ETF worth $3.11M as of Q3 2026.
Independent Financial Group sold 3,805 FundStrat Granny Shots US Large Cap ETF shares in Q3 2026, an estimated $105K.
FundStrat Granny Shots US Large Cap ETF made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #333 holding.
Independent Financial Group first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 6 quarters since.
Independent Financial Group's FundStrat Granny Shots US Large Cap ETF position peaked at $3.2M in Q2 2026.
33 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.