GFG
STEN

Grantvest Financial Group’s iShares Large Cap 10% Target Buffer Sep ETF STEN Stock Holding History

Grantvest Financial Group’s Portfolio STEN Stock Details STEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Hold
37,837
– – 0.6% 36
2026
Q1 		$938K Hold
37,837
– – 0.61% 36
2025
Q4 		$967K Buy
+37,837
New +$957K 0.62% 37

Other funds holding STEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Grantvest Financial Group's STEN Position: Q2 2026 in Review

Grantvest Financial Group held its iShares Large Cap 10% Target Buffer Sep ETF (STEN) position steady in Q2 2026 at 37,837 shares worth $1.04M. The position accounts for 0.6% of the portfolio, ranked #36.

Grantvest Financial Group first reported a position in STEN in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold STEN as of Q2 2026.

  • Grantvest Financial Group held 37,837 shares of iShares Large Cap 10% Target Buffer Sep ETF worth $1.04M as of Q2 2026.
  • Grantvest Financial Group left its iShares Large Cap 10% Target Buffer Sep ETF share count unchanged in Q2 2026.
  • iShares Large Cap 10% Target Buffer Sep ETF made up 0.6% of Grantvest Financial Group's portfolio in Q2 2026, its #36 holding.
  • Grantvest Financial Group first reported a position in iShares Large Cap 10% Target Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Large Cap 10% Target Buffer Sep ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.