Kestra Private Wealth Services’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Kestra Private Wealth Services’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	$17M	Buy	614,029 +126,490	+26%	+$3.36M	0.19%	129
2026 Q1	$11.6M	Buy	487,539 +79,386	+19%	+$1.98M	0.14%	157
2025 Q4	$10.1M	Buy	408,153 +20,344	+5%	+$511K	0.13%	176
2025 Q3	$9.69M	Buy	387,809 +66,933	+21%	+$1.58M	0.13%	182
2025 Q2	$7.28M	Buy	320,876 +112,956	+54%	+$2.25M	0.1%	223
2025 Q1	$3.78M	Buy	207,920 +82,296	+66%	+$1.63M	0.06%	303
2024 Q4	$2.51M	Buy	+125,624	New	+$2.58M	0.04%	377

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

Kestra Private Wealth Services's GRNY Position: Q2 2026 in Review

Kestra Private Wealth Services increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 26% in Q2 2026, buying an estimated $3.36M and bringing the position to 614,029 shares worth $17M. The position accounts for 0.19% of the portfolio, ranked #129.

Kestra Private Wealth Services 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.

Kestra Private Wealth Services held 614,029 shares of FundStrat Granny Shots US Large Cap ETF worth $17M as of Q2 2026.
Kestra Private Wealth Services bought 126,490 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $3.36M.
FundStrat Granny Shots US Large Cap ETF made up 0.19% of Kestra Private Wealth Services's portfolio in Q2 2026, its #129 holding.
Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.