JWCA
GRNY

J.W. Cole Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

J.W. Cole 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 		$430K Buy
+15,553
New +$414K 0.01% 1091
2026
Q1 		– Sell
-21,042
Closed -$252K – 1529
2025
Q4 		$252K Buy
21,042
+3,894
+23% +$97.8K 0.01% 1188
2025
Q3 		$429K Buy
17,148
+6,733
+65% +$159K 0.01% 1057
2025
Q2 		$236K Buy
+10,415
New +$207K 0.01% 1271

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

J.W. Cole Advisors's GRNY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 15,553 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in GRNY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in GRNY in Q2 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • J.W. Cole Advisors held 15,553 shares of FundStrat Granny Shots US Large Cap ETF worth $430K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1091 holding.
  • J.W. Cole Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.