Lionsbridge Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Lionsbridge Wealth Management’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	$5.65M	Sell	204,428 -10,808	-5%	-$287K	5.55%	4
2026 Q1	$5.14M	Sell	215,236 -46,613	-18%	-$1.16M	5.17%	3
2025 Q4	$6.48M	Buy	261,849 +21,164	+9%	+$532K	6.56%	2
2025 Q3	$6.01M	Buy	240,685 +54,932	+30%	+$1.3M	5.93%	2
2025 Q2	$4.21M	Buy	+185,753	New	+$3.7M	4.19%	5

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

Lionsbridge Wealth Management's GRNY Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 5% in Q2 2026, selling an estimated $287K and leaving 204,428 shares worth $5.65M. The position accounts for 5.55% of the portfolio, ranked #4.

Lionsbridge Wealth Management first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.48M in Q4 2025. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Lionsbridge Wealth Management held 204,428 shares of FundStrat Granny Shots US Large Cap ETF worth $5.65M as of Q2 2026.
Lionsbridge Wealth Management sold 10,808 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $287K.
FundStrat Granny Shots US Large Cap ETF made up 5.55% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #4 holding.
Lionsbridge Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
Lionsbridge Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $6.48M in Q4 2025.
327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.