SPIA
GRNY

Steward Partners Investment Advisory’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Steward Partners Investment Advisory’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 		$613K Sell
22,159
-440,011
-95% -$11.7M ﹤0.01% 1587
2026
Q1 		$11M Buy
462,170
+50,472
+12% +$1.26M 0.06% 308
2025
Q4 		$10.2M Buy
411,698
+406,718
+8,167% +$10.2M 0.06% 291
2025
Q3 		$124K Buy
4,980
+4,004
+410% +$94.7K ﹤0.01% 2101
2025
Q2 		$22.1K Buy
976
+296
+44% +$5.89K ﹤0.01% 2876
2025
Q1 		$12.4K Buy
680
+180
+36% +$3.57K ﹤0.01% 3000
2024
Q4 		$9.98K Buy
+500
New +$10.3K ﹤0.01% 3094

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 22.9% 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

Steward Partners Investment Advisory's GRNY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 95% in Q2 2026, selling an estimated $11.7M and leaving 22,159 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Steward Partners Investment Advisory first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q1 2026. 329 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Steward Partners Investment Advisory held 22,159 shares of FundStrat Granny Shots US Large Cap ETF worth $613K as of Q2 2026.
  • Steward Partners Investment Advisory sold 440,011 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $11.7M.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1587 holding.
  • Steward Partners Investment Advisory first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's FundStrat Granny Shots US Large Cap ETF position peaked at $11M in Q1 2026.
  • 329 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.