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 Q2	$731K	Sell	26,450 -2,324	-8%	-$61.8K	0.18%	63
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 $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 $104B AUM 28.3% 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

Walled Lake Planning & Wealth Management's GRNY Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 8.1% in Q2 2026, selling an estimated $61.8K and leaving 26,450 shares worth $731K. The position accounts for 0.18% of the portfolio, ranked #63.

Walled Lake Planning & Wealth Management first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Walled Lake Planning & Wealth Management held 26,450 shares of FundStrat Granny Shots US Large Cap ETF worth $731K as of Q2 2026.
Walled Lake Planning & Wealth Management sold 2,324 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $61.8K.
FundStrat Granny Shots US Large Cap ETF made up 0.18% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #63 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 4 quarters since.
328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.