MAM
GRNY

Milestone Asset Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Milestone Asset 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 		$3.01M Sell
108,745
-1,125
-1% -$29.9K 0.47% 66
2026
Q1 		$2.62M Sell
109,870
-208,064
-65% -$5.18M 0.48% 61
2025
Q4 		$7.87M Sell
317,934
-517,815
-62% -$13M 1.48% 15
2025
Q3 		$20.9M Buy
+835,749
New +$19.8M 3.95% 6

Other funds holding GRNY

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Milestone Asset Management's GRNY Position: Q2 2026 in Review

Milestone Asset Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1% in Q2 2026, selling an estimated $29.9K and leaving 108,745 shares worth $3.01M. The position accounts for 0.47% of the portfolio, ranked #66.

Milestone Asset Management first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.9M in Q3 2025. 55 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Milestone Asset Management held 108,745 shares of FundStrat Granny Shots US Large Cap ETF worth $3.01M as of Q2 2026.
  • Milestone Asset Management sold 1,125 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $29.9K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.47% of Milestone Asset Management's portfolio in Q2 2026, its #66 holding.
  • Milestone Asset Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Milestone Asset Management's FundStrat Granny Shots US Large Cap ETF position peaked at $20.9M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.