SWA
GRNY

SOA Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

SOA Wealth Advisors’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 		$16.2M Buy
585,575
+183,840
+46% +$4.89M 2.72% 6
2026
Q1 		$9.59M Buy
401,735
+31,055
+8% +$773K 1.81% 11
2025
Q4 		$9.18M Buy
370,680
+41,608
+13% +$1.05M 1.55% 14
2025
Q3 		$8.22M Buy
329,072
+256,625
+354% +$6.07M 1.41% 15
2025
Q2 		$1.64M Buy
72,447
+17,657
+32% +$352K 0.31% 58
2025
Q1 		$996K Buy
54,790
+7,490
+16% +$149K 0.21% 73
2024
Q4 		$944K Buy
+47,300
New +$973K 0.17% 76

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

SOA Wealth Advisors's GRNY Position: Q2 2026 in Review

SOA Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 46% in Q2 2026, buying an estimated $4.89M and bringing the position to 585,575 shares worth $16.2M. The position accounts for 2.72% of the portfolio, ranked #6.

SOA Wealth Advisors first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • SOA Wealth Advisors held 585,575 shares of FundStrat Granny Shots US Large Cap ETF worth $16.2M as of Q2 2026.
  • SOA Wealth Advisors bought 183,840 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $4.89M.
  • FundStrat Granny Shots US Large Cap ETF made up 2.72% of SOA Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • SOA Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.