SWM
GRNY

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

SHP 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
Q1 		– Sell
-410
Closed -$10.2K – 1928
2025
Q4 		$10.2K Buy
+410
New +$10.3K ﹤0.01% 829

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 $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SHP Wealth Management's GRNY Position: Q1 2026 in Review

SHP Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2026, closing a stake of 410 shares — an estimated $10.2K sold.

SHP Wealth Management first reported a position in GRNY in Q4 2025 and held it in 1 quarter. The position peaked at $10.2K in Q4 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • SHP Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 410 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $10.2K.
  • SHP Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $10.2K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.