WLPWM
GRNY

Walled Lake Planning & Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Walled Lake Planning & Wealth 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
2026
Q1 		$687K Buy
28,774
+4,436
+18% +$110K 0.2% 60
2025
Q4 		$603K Sell
24,338
-25
-0.1% -$628 0.19% 66
2025
Q3 		$609K Buy
+24,363
New +$576K 0.2% 63

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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 $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GRNY Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 18% in Q1 2026, buying an estimated $110K and bringing the position to 28,774 shares worth $687K. The position accounts for 0.2% of the portfolio, ranked #60.

Walled Lake Planning & Wealth Management first reported a position in GRNY in Q3 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 28,774 shares of FundStrat Granny Shots US Large Cap ETF worth $687K as of Q1 2026.
  • Walled Lake Planning & Wealth Management bought 4,436 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $110K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.2% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Walled Lake Planning & Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.