Whitaker-Myers Wealth Managers’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Whitaker-Myers Wealth Managers’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	$1.44M	Sell	52,244 -8,113	-13%	-$216K	0.24%	63
2026 Q1	$1.44M	Buy	60,357 +2,807	+5%	+$69.9K	0.29%	58
2025 Q4	$1.42M	Buy	57,550 +815	+1%	+$20.5K	0.3%	63
2025 Q3	$1.42M	Buy	56,735 +18,935	+50%	+$448K	0.31%	42
2025 Q2	$857K	Buy	37,800 +11,167	+42%	+$222K	0.22%	47
2025 Q1	$484K	Buy	+26,633	New	+$528K	0.14%	62

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

Whitaker-Myers Wealth Managers's GRNY Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 13% in Q2 2026, selling an estimated $216K and leaving 52,244 shares worth $1.44M. The position accounts for 0.24% of the portfolio, ranked #63.

Whitaker-Myers Wealth Managers first reported a position in GRNY in Q1 2025 and has held it in 6 quarters since. 327 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

Whitaker-Myers Wealth Managers held 52,244 shares of FundStrat Granny Shots US Large Cap ETF worth $1.44M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 8,113 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $216K.
FundStrat Granny Shots US Large Cap ETF made up 0.24% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #63 holding.
Whitaker-Myers Wealth Managers first reported a position in FundStrat Granny Shots US Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
327 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.