PF
GRNY

Phoenix Financial’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Phoenix Financial’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
Q1 		$220K Sell
9,217
-72,913
-89% -$1.82M ﹤0.01% 446
2025
Q4 		$2.03M Buy
+82,130
New +$2.06M 0.02% 178

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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Phoenix Financial's GRNY Position: Q1 2026 in Review

Phoenix Financial reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 89% in Q1 2026, selling an estimated $1.82M and leaving 9,217 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Phoenix Financial first reported a position in GRNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.03M in Q4 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Phoenix Financial held 9,217 shares of FundStrat Granny Shots US Large Cap ETF worth $220K as of Q1 2026.
  • Phoenix Financial sold 72,913 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $1.82M.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #446 holding.
  • Phoenix Financial first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Phoenix Financial's FundStrat Granny Shots US Large Cap ETF position peaked at $2.03M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.