Western Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Western 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	$10.2M	Buy	369,826 +25,262	+7%	+$672K	0.33%	58
2026 Q1	$8.22M	Buy	+344,564	New	+$8.58M	0.31%	55
2025 Q1	–	Sell	-139,707	Closed	-$2.79M	–	797
2024 Q4	$2.79M	Buy	+139,707	New	+$2.87M	0.15%	138

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

Western Wealth Management's GRNY Position: Q2 2026 in Review

Western Wealth Management increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 7.3% in Q2 2026, buying an estimated $672K and bringing the position to 369,826 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #58.

Western Wealth Management first reported a position in GRNY in Q4 2024 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Western Wealth Management held 369,826 shares of FundStrat Granny Shots US Large Cap ETF worth $10.2M as of Q2 2026.
Western Wealth Management bought 25,262 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $672K.
FundStrat Granny Shots US Large Cap ETF made up 0.33% of Western Wealth Management's portfolio in Q2 2026, its #58 holding.
Western Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 3 quarters since.
328 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.