PWM
GRNY

Pinnacle Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Pinnacle Wealth Management’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 		$19.8M Sell
715,360
-53,559
-7% -$1.42M 12.25% 1
2026
Q1 		$18.4M Sell
768,919
-43,812
-5% -$1.09M 12.36% 1
2025
Q4 		$20.1M Buy
812,731
+22,811
+3% +$573K 13.55% 1
2025
Q3 		$19.7M Buy
+789,920
New +$18.7M 13.32% 1

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

Pinnacle Wealth Management's GRNY Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 7% in Q2 2026, selling an estimated $1.42M and leaving 715,360 shares worth $19.8M. The position accounts for 12.25% of the portfolio, ranked #1.

Pinnacle Wealth Management first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1M in Q4 2025. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Pinnacle Wealth Management held 715,360 shares of FundStrat Granny Shots US Large Cap ETF worth $19.8M as of Q2 2026.
  • Pinnacle Wealth Management sold 53,559 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $1.42M.
  • FundStrat Granny Shots US Large Cap ETF made up 12.25% of Pinnacle Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Pinnacle Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $20.1M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.