TIM
GRNY

Tortoise Investment Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-100
Closed -$2.5K – 1541
2025
Q3 		$2.5K Hold
100
– – ﹤0.01% 831
2025
Q2 		$2.27K Hold
100
– – ﹤0.01% 773
2025
Q1 		$1.82K Hold
100
– – ﹤0.01% 718
2024
Q4 		$2K Buy
+100
New +$2.06K ﹤0.01% 760

Other funds holding GRNY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $22.3B AUM 79.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 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

Tortoise Investment Management's GRNY Position: Q4 2025 in Review

Tortoise Investment Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q4 2025, closing a stake of 100 shares — an estimated $2.5K sold.

Tortoise Investment Management first reported a position in GRNY in Q4 2024 and held it in 4 quarters. The position peaked at $2.5K in Q3 2025. 296 funds tracked by Wall St. Rank hold GRNY as of Q4 2025.

  • Tortoise Investment Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 100 FundStrat Granny Shots US Large Cap ETF shares in Q4 2025, an estimated $2.5K.
  • Tortoise Investment Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and held it in 4 quarters.
  • Tortoise Investment Management's FundStrat Granny Shots US Large Cap ETF position peaked at $2.5K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.