NIA
GRNY

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

NBZ 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 		$15.5M Sell
561,294
-12,678
-2% -$337K 6.05% 6
2026
Q1 		$13.7M Buy
573,972
+19,864
+4% +$495K 5.98% 7
2025
Q4 		$13.7M Buy
554,108
+34,827
+7% +$875K 5.97% 7
2025
Q3 		$13M Buy
519,281
+113,476
+28% +$2.68M 6.77% 4
2025
Q2 		$9.2M Buy
405,805
+56,416
+16% +$1.12M 5.24% 8
2025
Q1 		$6.35M Buy
349,389
+321,931
+1,172% +$6.39M 3.66% 12
2024
Q4 		$548K Buy
+27,458
New +$565K 0.31% 29

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

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

NBZ Investment Advisors reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 2.2% in Q2 2026, selling an estimated $337K and leaving 561,294 shares worth $15.5M. The position accounts for 6.05% of the portfolio, ranked #6.

NBZ Investment Advisors first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • NBZ Investment Advisors held 561,294 shares of FundStrat Granny Shots US Large Cap ETF worth $15.5M as of Q2 2026.
  • NBZ Investment Advisors sold 12,678 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $337K.
  • FundStrat Granny Shots US Large Cap ETF made up 6.05% of NBZ Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • NBZ Investment Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

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