MIA
GRNY

Milestone Investment Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Milestone Investment 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 		$11.8K Hold
425
– – ﹤0.01% 129
2026
Q1 		$10.1K Buy
+425
New +$10.6K ﹤0.01% 128

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 $104B AUM 28.3% 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

Milestone Investment Advisors's GRNY Position: Q2 2026 in Review

Milestone Investment Advisors held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 425 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Milestone Investment Advisors first reported a position in GRNY in Q1 2026 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Milestone Investment Advisors held 425 shares of FundStrat Granny Shots US Large Cap ETF worth $11.8K as of Q2 2026.
  • Milestone Investment Advisors left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Milestone Investment Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.