PWA
GRNY

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

Physician Wealth Advisors’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 		$21K Buy
759
+190
+33% +$5.05K ﹤0.01% 650
2026
Q1 		$13.6K Buy
569
+104
+22% +$2.59K ﹤0.01% 724
2025
Q4 		$11.5K Buy
465
+292
+169% +$7.33K ﹤0.01% 730
2025
Q3 		$4.32K Buy
+173
New +$4.09K ﹤0.01% 962

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

Physician Wealth Advisors's GRNY Position: Q2 2026 in Review

Physician Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 33% in Q2 2026, buying an estimated $5.05K and bringing the position to 759 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Physician Wealth Advisors first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Physician Wealth Advisors held 759 shares of FundStrat Granny Shots US Large Cap ETF worth $21K as of Q2 2026.
  • Physician Wealth Advisors bought 190 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $5.05K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #650 holding.
  • Physician Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.