KFP
GRNY

Kerr Financial Planning’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Kerr Financial Planning’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 		$1.68M Buy
60,910
+1,724
+3% +$45.9K 1.88% 11
2026
Q1 		$1.55M Buy
59,186
+2,871
+5% +$71.5K 1.1% 12
2025
Q4 		$1.36M Buy
56,315
+22,231
+65% +$558K 1.83% 11
2025
Q3 		$840K Buy
+34,084
New +$806K 1.18% 15

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 $103B AUM 28.65% 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

Kerr Financial Planning's GRNY Position: Q2 2026 in Review

Kerr Financial Planning increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 2.9% in Q2 2026, buying an estimated $45.9K and bringing the position to 60,910 shares worth $1.68M. The position accounts for 1.88% of the portfolio, ranked #11.

Kerr Financial Planning first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Kerr Financial Planning held 60,910 shares of FundStrat Granny Shots US Large Cap ETF worth $1.68M as of Q2 2026.
  • Kerr Financial Planning bought 1,724 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $45.9K.
  • FundStrat Granny Shots US Large Cap ETF made up 1.88% of Kerr Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Kerr Financial Planning first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.