DWM
GRNY

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

Dakota 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 		– Sell
-12,317
Closed -$279K – 809
2025
Q2 		$279K Buy
+12,317
New +$245K 0.01% 640

Other funds holding GRNY

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
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
TI
TTP Investments San Jose, California $247M AUM 74.49% 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
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 $3B AUM 24.41% 1-Year Est. Return

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

Dakota Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2025, closing a stake of 12,317 shares — an estimated $279K sold.

Dakota Wealth Management first reported a position in GRNY in Q2 2025 and held it in 1 quarter. The position peaked at $279K in Q2 2025. 244 funds tracked by Wall St. Rank hold GRNY as of Q3 2025.

  • Dakota Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 12,317 FundStrat Granny Shots US Large Cap ETF shares in Q3 2025, an estimated $279K.
  • Dakota Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Dakota Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $279K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.