ZI
GRNY

ZEGA Investments’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

ZEGA Investments’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 		$345K Buy
+12,471
New +$332K 0.04% 221
2025
Q1 		– Sell
-116,686
Closed -$2.47M – 165
2024
Q4 		$2.47M Buy
+116,686
New +$2.4M 0.62% 27

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

ZEGA Investments's GRNY Position: Q2 2026 in Review

ZEGA Investments opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q2 2026: 12,471 shares worth $345K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings. This is a return to the name: ZEGA Investments previously reported a position in GRNY as recently as Q4 2024.

ZEGA Investments first reported a position in GRNY in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.47M in Q4 2024. 283 funds tracked by Wall St. Rank hold GRNY as of Q2 2026.

  • ZEGA Investments held 12,471 shares of FundStrat Granny Shots US Large Cap ETF worth $345K as of Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF was a new ZEGA Investments position in Q2 2026.
  • FundStrat Granny Shots US Large Cap ETF made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #221 holding.
  • ZEGA Investments first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • ZEGA Investments's FundStrat Granny Shots US Large Cap ETF position peaked at $2.47M in Q4 2024.
  • 283 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.