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

TRUE Private 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	$2.57M	Buy	92,791 +2,117	+2%	+$56.3K	0.22%	64
2026 Q1	$2.16M	Buy	90,674 +69,644	+331%	+$1.73M	0.21%	67
2025 Q4	$521K	Buy	21,030 +2,518	+14%	+$63.3K	0.05%	154
2025 Q3	$463K	Buy	18,512 +647	+4%	+$15.3K	0.05%	167
2025 Q2	$405K	Buy	17,865 +1,387	+8%	+$27.6K	0.05%	174
2025 Q1	$299K	Buy	+16,478	New	+$327K	0.04%	182

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

TRUE Private Wealth Advisors's GRNY Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 2.3% in Q2 2026, buying an estimated $56.3K and bringing the position to 92,791 shares worth $2.57M. The position accounts for 0.22% of the portfolio, ranked #64.

TRUE Private Wealth Advisors first reported a position in GRNY in Q1 2025 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

TRUE Private Wealth Advisors held 92,791 shares of FundStrat Granny Shots US Large Cap ETF worth $2.57M as of Q2 2026.
TRUE Private Wealth Advisors bought 2,117 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $56.3K.
FundStrat Granny Shots US Large Cap ETF made up 0.22% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #64 holding.
TRUE Private Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.