TWP
GRNY

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

Tempus Wealth Planning’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 		$1.95M Sell
70,680
-49,800
-41% -$1.32M 0.38% 71
2026
Q1 		$2.88M Buy
120,480
+13,500
+13% +$336K 0.66% 32
2025
Q4 		$2.65M Buy
106,980
+22,000
+26% +$553K 0.61% 36
2025
Q3 		$2.12M Buy
+84,980
New +$2.01M 0.49% 50
2025
Q1 		– Sell
-110,400
Closed -$2.2M – 273
2024
Q4 		$2.2M Buy
+110,400
New +$2.27M 0.67% 40

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Tempus Wealth Planning's GRNY Position: Q2 2026 in Review

Tempus Wealth Planning reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 41% in Q2 2026, selling an estimated $1.32M and leaving 70,680 shares worth $1.95M. The position accounts for 0.38% of the portfolio, ranked #71.

Tempus Wealth Planning first reported a position in GRNY in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2026. 283 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Tempus Wealth Planning held 70,680 shares of FundStrat Granny Shots US Large Cap ETF worth $1.95M as of Q2 2026.
  • Tempus Wealth Planning sold 49,800 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $1.32M.
  • FundStrat Granny Shots US Large Cap ETF made up 0.38% of Tempus Wealth Planning's portfolio in Q2 2026, its #71 holding.
  • Tempus Wealth Planning first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Tempus Wealth Planning's FundStrat Granny Shots US Large Cap ETF position peaked at $2.88M in Q1 2026.
  • 283 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.