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 Q3	$11.7M	Buy	421,443 +369,199	+707%	+$10.2M	1.91%	18
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

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Whitaker-Myers Wealth Managers's GRNY Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 707% in Q3 2026, buying an estimated $10.2M and bringing the position to 421,443 shares worth $11.7M. The position accounts for 1.91% of the portfolio, ranked #18.

Whitaker-Myers Wealth Managers first reported a position in GRNY in Q1 2025 and has held it in 7 quarters since. 31 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

Whitaker-Myers Wealth Managers held 421,443 shares of FundStrat Granny Shots US Large Cap ETF worth $11.7M as of Q3 2026.
Whitaker-Myers Wealth Managers bought 369,199 FundStrat Granny Shots US Large Cap ETF shares in Q3 2026, an estimated $10.2M.
FundStrat Granny Shots US Large Cap ETF made up 1.91% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #18 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 7 quarters since.
31 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.