TA
GRNY

TrueWealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

TrueWealth 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 		$39.7M Buy
1,437,336
+24,220
+2% +$644K 8.96% 1
2026
Q1 		$33.7M Buy
1,413,116
+90,510
+7% +$2.25M 8.48% 1
2025
Q4 		$32.7M Buy
1,322,606
+17,150
+1% +$431K 8.48% 1
2025
Q3 		$32.6M Buy
1,305,456
+243,446
+23% +$5.75M 8.83% 1
2025
Q2 		$24.1M Buy
1,062,010
+101,450
+11% +$2.02M 7.13% 1
2025
Q1 		$17.5M Buy
960,560
+514,052
+115% +$10.2M 5.73% 3
2024
Q4 		$8.91M Buy
+446,508
New +$9.18M 2.97% 6

Other funds holding GRNY

SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BFWA
Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TrueWealth Advisors's GRNY Position: Q2 2026 in Review

TrueWealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1.7% in Q2 2026, buying an estimated $644K and bringing the position to 1,437,336 shares worth $39.7M. The position accounts for 8.96% of the portfolio, ranked #1.

TrueWealth Advisors first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • TrueWealth Advisors held 1,437,336 shares of FundStrat Granny Shots US Large Cap ETF worth $39.7M as of Q2 2026.
  • TrueWealth Advisors bought 24,220 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $644K.
  • FundStrat Granny Shots US Large Cap ETF made up 8.96% of TrueWealth Advisors's portfolio in Q2 2026, its #1 holding.
  • TrueWealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.