KWA
GRNY

Kingswood Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Kingswood Wealth 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 		$6.22M Buy
224,926
+4,001
+2% +$106K 0.25% 96
2026
Q1 		$5.27M Buy
220,925
+136,653
+162% +$3.4M 0.25% 90
2025
Q4 		$2.09M Buy
84,272
+17,320
+26% +$435K 0.1% 202
2025
Q3 		$1.67M Buy
66,952
+38,822
+138% +$918K 0.1% 208
2025
Q2 		$638K Buy
+28,130
New +$560K 0.05% 355

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

Kingswood Wealth Advisors's GRNY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1.8% in Q2 2026, buying an estimated $106K and bringing the position to 224,926 shares worth $6.22M. The position accounts for 0.25% of the portfolio, ranked #96.

Kingswood Wealth Advisors first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Kingswood Wealth Advisors held 224,926 shares of FundStrat Granny Shots US Large Cap ETF worth $6.22M as of Q2 2026.
  • Kingswood Wealth Advisors bought 4,001 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $106K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.25% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Kingswood Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.