PWA
GRNY icon

Portus Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Portus Wealth Advisors’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
2026
Q3 		$7.27M Sell
261,287
-3,913
-1% -$108K 5.98% 5
2026
Q2 		$7.33M Buy
265,200
+4,221
+2% +$112K 6.04% 5
2026
Q1 		$6.23M Buy
260,979
+673
+0.3% +$16.8K 5.87% 5
2025
Q4 		$6.45M Buy
260,306
+5,451
+2% +$137K 6.08% 4
2025
Q3 		$6.37M Buy
+254,855
New +$6.02M 6.35% 4

Other funds holding GRNY

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return

Portus Wealth Advisors's GRNY Position: Q3 2026 in Review

Portus Wealth Advisors reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 1.5% in Q3 2026, selling an estimated $108K and leaving 261,287 shares worth $7.27M. The position accounts for 5.98% of the portfolio, ranked #5.

Portus Wealth Advisors first reported a position in GRNY in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.33M in Q2 2026. 33 funds tracked by Wall St. Rank hold GRNY as of Q3 2026.

  • Portus Wealth Advisors held 261,287 shares of FundStrat Granny Shots US Large Cap ETF worth $7.27M as of Q3 2026.
  • Portus Wealth Advisors sold 3,913 FundStrat Granny Shots US Large Cap ETF shares in Q3 2026, an estimated $108K.
  • FundStrat Granny Shots US Large Cap ETF made up 5.98% of Portus Wealth Advisors's portfolio in Q3 2026, its #5 holding.
  • Portus Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's FundStrat Granny Shots US Large Cap ETF position peaked at $7.33M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.