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

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 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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. 328 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.
  • 328 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.