Maridea Wealth Management’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Maridea Wealth Management’s Portfolio HIPS Stock Details HIPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$231K	Sell	21,529 -4,607	-18%	-$53.2K	0.02%	522
2026 Q2	$302K	Sell	26,136 -19,112	-42%	-$224K	0.03%	418
2026 Q1	$523K	Buy	45,248 +5,547	+14%	+$65.9K	0.08%	245
2025 Q4	$464K	Sell	39,701 -7,335	-16%	-$86K	0.07%	262
2025 Q3	$545K	Buy	47,036 +729	+2%	+$8.9K	0.08%	225
2025 Q2	$561K	Buy	46,307 +27,838	+151%	+$334K	0.15%	134
2025 Q1	$235K	Buy	+18,469	New	+$240K	0.08%	202

Other funds holding HIPS

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Maridea Wealth Management's HIPS Position: Q3 2026 in Review

Maridea Wealth Management reduced its GraniteShares HIPS US High Income ETF (HIPS) stake by 18% in Q3 2026, selling an estimated $53.2K and leaving 21,529 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #522.

Maridea Wealth Management first reported a position in HIPS in Q1 2025 and has held it in 7 quarters since. The position peaked at $561K in Q2 2025. 31 funds tracked by Wall St. Rank hold HIPS as of Q3 2026.

Maridea Wealth Management held 21,529 shares of GraniteShares HIPS US High Income ETF worth $231K as of Q3 2026.
Maridea Wealth Management sold 4,607 GraniteShares HIPS US High Income ETF shares in Q3 2026, an estimated $53.2K.
GraniteShares HIPS US High Income ETF made up 0.02% of Maridea Wealth Management's portfolio in Q3 2026, its #522 holding.
Maridea Wealth Management first reported a position in GraniteShares HIPS US High Income ETF in Q1 2025 and has held it in 7 quarters since.
Maridea Wealth Management's GraniteShares HIPS US High Income ETF position peaked at $561K in Q2 2025.
31 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.