NW
GRNY

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

NewEdge Wealth’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 		$1.24M Buy
44,936
+7,146
+19% +$190K 0.01% 599
2026
Q1 		$902K Sell
37,790
-7,318
-16% -$182K 0.01% 655
2025
Q4 		$1.12M Buy
45,108
+3,991
+10% +$100K 0.01% 595
2025
Q3 		$1.05M Buy
41,117
+21,569
+110% +$510K 0.02% 561
2025
Q2 		$463K Buy
+19,548
New +$389K 0.01% 733

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

NewEdge Wealth's GRNY Position: Q2 2026 in Review

NewEdge Wealth increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 19% in Q2 2026, buying an estimated $190K and bringing the position to 44,936 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #599.

NewEdge Wealth first reported a position in GRNY in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • NewEdge Wealth held 44,936 shares of FundStrat Granny Shots US Large Cap ETF worth $1.24M as of Q2 2026.
  • NewEdge Wealth bought 7,146 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $190K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #599 holding.
  • NewEdge Wealth first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.