XWM
GRNY

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

Xcel 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 		$247K Sell
8,925
-190
-2% -$5.05K 0.06% 136
2026
Q1 		$218K Sell
9,115
-17
-0.2% -$423 0.06% 129
2025
Q4 		$226K Buy
9,132
+463
+5% +$11.6K 0.06% 137
2025
Q3 		$217K Buy
+8,669
New +$205K 0.06% 133

Other funds holding GRNY

HCM
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
CI
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 22.96% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Xcel Wealth Management reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 2.1% in Q2 2026, selling an estimated $5.05K and leaving 8,925 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #136.

Xcel 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.

  • Xcel Wealth Management held 8,925 shares of FundStrat Granny Shots US Large Cap ETF worth $247K as of Q2 2026.
  • Xcel Wealth Management sold 190 FundStrat Granny Shots US Large Cap ETF shares in Q2 2026, an estimated $5.05K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.06% of Xcel Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Xcel 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 Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.