CMP
GRNY

Coston McIsaac & Partners’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Coston McIsaac & Partners’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
Q1 		– Sell
-32
Closed – – 855
2024
Q4 		$0 Buy
+32
New +$658 ﹤0.01% 851

Other funds holding GRNY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

Coston McIsaac & Partners's GRNY Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2025, closing a stake of 32 shares.

Coston McIsaac & Partners first reported a position in GRNY in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 109 funds tracked by Wall St. Rank hold GRNY as of Q1 2025.

  • Coston McIsaac & Partners reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 32 FundStrat Granny Shots US Large Cap ETF shares in Q1 2025.
  • Coston McIsaac & Partners first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Coston McIsaac & Partners's FundStrat Granny Shots US Large Cap ETF position peaked at $0 in Q4 2024.
  • 109 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.