CIA
GRNY icon

Cape Investment Advisory’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Cape Investment Advisory’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 		$5.57K Hold
200
– – ﹤0.01% 1004
2026
Q2 		$5.53K Buy
+200
New +$5.32K ﹤0.01% 1005
2026
Q1 		– Sell
-200
Closed -$4.95K – 1288
2025
Q4 		$4.95K Buy
+200
New +$5.02K ﹤0.01% 910

Other funds holding GRNY

TA
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
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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

Cape Investment Advisory's GRNY Position: Q3 2026 in Review

Cape Investment Advisory held its FundStrat Granny Shots US Large Cap ETF (GRNY) position steady in Q3 2026 at 200 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Cape Investment Advisory first reported a position in GRNY in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

  • Cape Investment Advisory held 200 shares of FundStrat Granny Shots US Large Cap ETF worth $5.57K as of Q3 2026.
  • Cape Investment Advisory left its FundStrat Granny Shots US Large Cap ETF share count unchanged in Q3 2026.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1004 holding.
  • Cape Investment Advisory first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.