1858 Wealth Management’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

1858 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
2025 Q3	$3.87M	Buy	+154,864	New	+$3.66M	2.72%	10

Other funds holding GRNY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

1858 Wealth Management's GRNY Position: Q3 2025 in Review

1858 Wealth Management opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2025: 154,864 shares worth $3.87M. The stake represents 2.72% of the portfolio and ranks #10 among its holdings.

244 funds tracked by Wall St. Rank hold GRNY as of Q3 2025.

1858 Wealth Management held 154,864 shares of FundStrat Granny Shots US Large Cap ETF worth $3.87M as of Q3 2025.
FundStrat Granny Shots US Large Cap ETF was a new 1858 Wealth Management position in Q3 2025.
FundStrat Granny Shots US Large Cap ETF made up 2.72% of 1858 Wealth Management's portfolio in Q3 2025, its #10 holding.
244 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.