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

Institute for 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	$1.84M	Sell	66,468 -411	-0.6%	-$10.9K	0.16%	124
2026 Q1	$1.6M	Buy	66,879 +2,887	+5%	+$71.9K	0.17%	131
2025 Q4	$1.58M	Buy	63,992 +1,143	+2%	+$28.7K	0.17%	127
2025 Q3	$1.57M	Sell	62,849 -101	-0.2%	-$2.39K	0.16%	130
2025 Q2	$1.43M	Buy	62,950 +18,705	+42%	+$372K	0.16%	132
2025 Q1	$804K	Buy	+44,245	New	+$878K	0.1%	224

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Institute for Wealth Management's GRNY Position: Q2 2026 in Review

Institute for Wealth Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 0.61% in Q2 2026, selling an estimated $10.9K and leaving 66,468 shares worth $1.84M. The position accounts for 0.16% of the portfolio, ranked #124.

Institute for Wealth Management first reported a position in GRNY in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Institute for Wealth Management held 66,468 shares of FundStrat Granny Shots US Large Cap ETF worth $1.84M as of Q2 2026.
Institute for Wealth Management sold 411 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $10.9K.
FundStrat Granny Shots US Large Cap ETF made up 0.16% of Institute for Wealth Management's portfolio in Q2 2026, its #124 holding.
Institute for Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.