UBS Group
GRNY

UBS Group’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

UBS Group’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 		$18.2M Buy
658,250
+48,742
+8% +$1.3M ﹤0.01% 2789
2026
Q1 		$14.5M Buy
609,508
+473,394
+348% +$11.8M ﹤0.01% 2936
2025
Q4 		$3.37M Buy
136,114
+51,793
+61% +$1.3M ﹤0.01% 4432
2025
Q3 		$2.11M Buy
84,321
+75,021
+807% +$1.77M ﹤0.01% 4892
2025
Q2 		$211K Buy
9,300
+7,800
+520% +$155K ﹤0.01% 6682
2025
Q1 		$27.3K Hold
1,500
– – ﹤0.01% 8016
2024
Q4 		$29.9K Buy
+1,500
New +$30.8K ﹤0.01% 7606

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

UBS Group's GRNY Position: Q2 2026 in Review

UBS Group increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 8% in Q2 2026, buying an estimated $1.3M and bringing the position to 658,250 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2789.

UBS Group first reported a position in GRNY in Q4 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • UBS Group held 658,250 shares of FundStrat Granny Shots US Large Cap ETF worth $18.2M as of Q2 2026.
  • UBS Group bought 48,742 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $1.3M.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2789 holding.
  • UBS Group first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.