IIA
GRNY

IPG Investment Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

IPG Investment Advisors’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 		$888K Buy
32,100
+4,300
+15% +$114K 0.13% 130
2026
Q1 		$664K Buy
27,800
+8,500
+44% +$212K 0.11% 121
2025
Q4 		$478K Hold
19,300
– – 0.08% 138
2025
Q3 		$482K Buy
19,300
+2,500
+15% +$59.1K 0.09% 132
2025
Q2 		$381K Buy
16,800
+2,000
+14% +$39.8K 0.07% 121
2025
Q1 		$269K Sell
14,800
-1,950
-12% -$38.7K 0.06% 138
2024
Q4 		$334K Buy
+16,750
New +$344K 0.08% 122

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

IPG Investment Advisors's GRNY Position: Q2 2026 in Review

IPG Investment Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 15% in Q2 2026, buying an estimated $114K and bringing the position to 32,100 shares worth $888K. The position accounts for 0.13% of the portfolio, ranked #130.

IPG Investment Advisors first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • IPG Investment Advisors held 32,100 shares of FundStrat Granny Shots US Large Cap ETF worth $888K as of Q2 2026.
  • IPG Investment Advisors bought 4,300 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $114K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.13% of IPG Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • IPG Investment Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.