Omni 360 Wealth’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Omni 360 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	$1.41M	Buy	50,876 +4,573	+10%	+$122K	0.65%	37
2026 Q1	$1.11M	Buy	46,303 +960	+2%	+$23.9K	0.57%	40
2025 Q4	$1.16M	Buy	45,343 +5,008	+12%	+$126K	0.59%	40
2025 Q3	$1.01M	Buy	40,335 +2,276	+6%	+$53.8K	0.57%	42
2025 Q2	$863K	Buy	38,059 +2,508	+7%	+$49.9K	0.54%	43
2025 Q1	$646K	Buy	35,551 +11,110	+45%	+$220K	0.43%	56
2024 Q4	$488K	Buy	+24,441	New	+$503K	0.32%	66

Other funds holding GRNY

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return