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

SteelPeak Wealth’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	$4.68M	Hold	169,427	–	–	0.12%	131
2026 Q1	$4.04M	Buy	169,427 +4,964	+3%	+$124K	0.13%	127
2025 Q4	$4.07M	Buy	164,463 +116,463	+243%	+$2.93M	0.13%	117
2025 Q3	$1.2M	Hold	48,000	–	–	0.04%	267
2025 Q2	$1.09M	Buy	+48,000	New	+$956K	0.04%	255

Other funds holding GRNY

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

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return