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 Q3	$596K	Sell	21,402 -5,625	-21%	-$156K	0.16%	113
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Private Client Services's GRNY Position: Q3 2026 in Review

Private Client Services reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 21% in Q3 2026, selling an estimated $156K and leaving 21,402 shares worth $596K. The position accounts for 0.16% of the portfolio, ranked #113.

Private Client Services first reported a position in GRNY in Q3 2025 and has held it in 5 quarters since. The position peaked at $747K in Q2 2026. 52 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

Private Client Services held 21,402 shares of FundStrat Granny Shots US Large Cap ETF worth $596K as of Q3 2026.
Private Client Services sold 5,625 FundStrat Granny Shots US Large Cap ETF shares in Q3 2026, an estimated $156K.
FundStrat Granny Shots US Large Cap ETF made up 0.16% of Private Client Services's portfolio in Q3 2026, its #113 holding.
Private Client Services first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
Private Client Services's FundStrat Granny Shots US Large Cap ETF position peaked at $747K in Q2 2026.
52 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.