Wealthspire Advisors (New York)
GRNY icon

Wealthspire Advisors (New York)’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Wealthspire Advisors (New York)’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 		$531K Buy
19,197
+1,706
+10% +$45.4K ﹤0.01% 780
2026
Q1 		$418K Sell
17,491
-820
-4% -$20.4K ﹤0.01% 630
2025
Q4 		$453K Buy
18,311
+11,916
+186% +$299K ﹤0.01% 644
2025
Q3 		$160K Buy
+6,395
New +$151K ﹤0.01% 868

Other funds holding GRNY

Howard Capital Management
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
Clal Insurance
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 22.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s GRNY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 9.8% in Q2 2026, buying an estimated $45.4K and bringing the position to 19,197 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Wealthspire Advisors (New York) first reported a position in GRNY in Q3 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • Wealthspire Advisors (New York) held 19,197 shares of FundStrat Granny Shots US Large Cap ETF worth $531K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 1,706 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $45.4K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #780 holding.
  • Wealthspire Advisors (New York) first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.