AWA
GRNY

Arete Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Arete Wealth Advisors’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
Q1 		$1.35M Buy
56,354
+8,990
+19% +$224K 0.1% 193
2025
Q4 		$1.17M Sell
47,364
-181
-0.4% -$4.55K 0.07% 261
2025
Q3 		$1.19M Buy
+47,545
New +$1.12M 0.07% 248

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

Arete Wealth Advisors's GRNY Position: Q1 2026 in Review

Arete Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 19% in Q1 2026, buying an estimated $224K and bringing the position to 56,354 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #193.

Arete Wealth Advisors first reported a position in GRNY in Q3 2025 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Arete Wealth Advisors held 56,354 shares of FundStrat Granny Shots US Large Cap ETF worth $1.35M as of Q1 2026.
  • Arete Wealth Advisors bought 8,990 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $224K.
  • FundStrat Granny Shots US Large Cap ETF made up 0.1% of Arete Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Arete Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.