Carson Wealth (CWM LLC)
GRNY

Carson Wealth (CWM LLC)’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.9M Buy
1,084,923
+171,035
+19% +$4.26M 0.07% 264
2025
Q4 		$22.6M Buy
913,888
+138,749
+18% +$3.49M 0.06% 287
2025
Q3 		$19.4M Buy
775,139
+753,135
+3,423% +$17.8M 0.06% 281
2025
Q2 		$499K Buy
22,004
+21,554
+4,790% +$429K ﹤0.01% 1592
2025
Q1 		$8K Buy
450
+355
+374% +$7.04K ﹤0.01% 4250
2024
Q4 		$2K Buy
+95
New +$1.95K ﹤0.01% 4633

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 $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 $22.3B AUM 79.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $52.5B AUM 27.12% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GRNY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 19% in Q1 2026, buying an estimated $4.26M and bringing the position to 1,084,923 shares worth $25.9M. The position accounts for 0.07% of the portfolio, ranked #264.

Carson Wealth (CWM LLC) first reported a position in GRNY in Q4 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,084,923 shares of FundStrat Granny Shots US Large Cap ETF worth $25.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 171,035 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $4.26M.
  • FundStrat Granny Shots US Large Cap ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #264 holding.
  • Carson Wealth (CWM LLC) first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.