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MB, Levis & Associates’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

MB, Levis & Associates’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
Q1 		– Sell
-275
Closed -$6.81K – 256
2025
Q4 		$6.81K Buy
275
+125
+83% +$3.14K ﹤0.01% 174
2025
Q3 		$3.75K Buy
+150
New +$3.55K ﹤0.01% 194

Other funds holding GRNY

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MB, Levis & Associates's GRNY Position: Q1 2026 in Review

MB, Levis & Associates sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2026, closing a stake of 275 shares — an estimated $6.81K sold.

MB, Levis & Associates first reported a position in GRNY in Q3 2025 and held it in 2 quarters. The position peaked at $6.81K in Q4 2025. 319 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • MB, Levis & Associates reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 275 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $6.81K.
  • MB, Levis & Associates first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and held it in 2 quarters.
  • MB, Levis & Associates's FundStrat Granny Shots US Large Cap ETF position peaked at $6.81K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.