Principal Securities’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Principal Securities’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	$2.85M	Buy	103,043 +24,856	+32%	+$661K	0.03%	419
2026 Q1	$1.87M	Sell	78,187 -36,756	-32%	-$915K	0.03%	523
2025 Q4	$2.85M	Buy	114,943 +24,216	+27%	+$608K	0.04%	361
2025 Q3	$2.27M	Buy	90,727 +81,264	+859%	+$1.92M	0.04%	411
2025 Q2	$215K	Buy	9,463 +5,786	+157%	+$115K	﹤0.01%	1209
2025 Q1	$73.4K	Hold	3,677	–	–	﹤0.01%	1582
2024 Q4	$73.4K	Buy	+3,677	New	+$75.6K	﹤0.01%	1580

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Principal Securities's GRNY Position: Q2 2026 in Review

Principal Securities increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 32% in Q2 2026, buying an estimated $661K and bringing the position to 103,043 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #419.

Principal Securities first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Principal Securities held 103,043 shares of FundStrat Granny Shots US Large Cap ETF worth $2.85M as of Q2 2026.
Principal Securities bought 24,856 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $661K.
FundStrat Granny Shots US Large Cap ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #419 holding.
Principal Securities first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.