PCS
GRNY

Private Client Services’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Private Client Services’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 		$747K Hold
27,027
– – 0.2% 97
2026
Q1 		$645K Hold
27,027
– – 0.19% 95
2025
Q4 		$669K Sell
27,027
-385
-1% -$9.67K 0.21% 82
2025
Q3 		$685K Buy
+27,412
New +$648K 0.23% 81

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

Private Client Services's GRNY Position: Q2 2026 in Review

Private Client Services held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q2 2026 at 27,027 shares worth $747K. The position accounts for 0.2% of the portfolio, ranked #97.

Private Client Services 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.

  • Private Client Services held 27,027 shares of FundStrat Granny Shots US Large Cap ETF worth $747K as of Q2 2026.
  • Private Client Services left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.2% of Private Client Services's portfolio in Q2 2026, its #97 holding.
  • Private Client Services 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 Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.