OC
GRNY

Optima Capital’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Optima Capital’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 		$382K Sell
13,821
-375
-3% -$9.97K 0.15% 114
2026
Q1 		$339K Buy
14,196
+2,191
+18% +$54.6K 0.16% 114
2025
Q4 		$297K Buy
12,005
+2,921
+32% +$73.4K 0.13% 123
2025
Q3 		$227K Buy
+9,084
New +$215K 0.11% 149

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
PWM
Pinnacle Wealth Management Roseville, California $161M AUM 27.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 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

Optima Capital's GRNY Position: Q2 2026 in Review

Optima Capital reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 2.6% in Q2 2026, selling an estimated $9.97K and leaving 13,821 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #114.

Optima Capital first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Optima Capital held 13,821 shares of FundStrat Granny Shots US Large Cap ETF worth $382K as of Q2 2026.
  • Optima Capital sold 375 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $9.97K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.15% of Optima Capital's portfolio in Q2 2026, its #114 holding.
  • Optima Capital first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.