OPW
GRNY

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

Oxler Private 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 		$2.5M Buy
90,549
+13,041
+17% +$347K 0.72% 27
2026
Q1 		$1.85M Buy
77,508
+4,420
+6% +$110K 0.58% 30
2025
Q4 		$1.81M Buy
73,088
+52,979
+263% +$1.33M 0.52% 31
2025
Q3 		$503K Buy
+20,109
New +$475K 0.15% 63

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

Oxler Private Wealth's GRNY Position: Q2 2026 in Review

Oxler Private Wealth increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 17% in Q2 2026, buying an estimated $347K and bringing the position to 90,549 shares worth $2.5M. The position accounts for 0.72% of the portfolio, ranked #27.

Oxler Private Wealth first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Oxler Private Wealth held 90,549 shares of FundStrat Granny Shots US Large Cap ETF worth $2.5M as of Q2 2026.
  • Oxler Private Wealth bought 13,041 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $347K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.72% of Oxler Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Oxler Private Wealth first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.