NWM
GRNY

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

Napa 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 		$306K Buy
+12,250
New +$290K 0.14% 118

Other funds holding GRNY

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
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 $3.6B AUM 30.03% 1-Year Est. Return

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

Napa Wealth Management opened a new position in FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2025: 12,250 shares worth $306K. The stake represents 0.14% of the portfolio and ranks #118 among its holdings.

244 funds tracked by Wall St. Rank hold GRNY as of Q3 2025.

  • Napa Wealth Management held 12,250 shares of FundStrat Granny Shots US Large Cap ETF worth $306K as of Q3 2025.
  • FundStrat Granny Shots US Large Cap ETF was a new Napa Wealth Management position in Q3 2025.
  • FundStrat Granny Shots US Large Cap ETF made up 0.14% of Napa Wealth Management's portfolio in Q3 2025, its #118 holding.
  • 244 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.