SPIA
GRNY

Steward Partners Investment Advisory’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$11M Buy
462,170
+50,472
+12% +$1.26M 0.06% 308
2025
Q4 		$10.2M Buy
411,698
+406,718
+8,167% +$10.2M 0.06% 291
2025
Q3 		$124K Buy
4,980
+4,004
+410% +$94.7K ﹤0.01% 2101
2025
Q2 		$22.1K Buy
976
+296
+44% +$5.89K ﹤0.01% 2876
2025
Q1 		$12.4K Buy
680
+180
+36% +$3.57K ﹤0.01% 3000
2024
Q4 		$9.98K Buy
+500
New +$10.3K ﹤0.01% 3094

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Steward Partners Investment Advisory's GRNY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 12% in Q1 2026, buying an estimated $1.26M and bringing the position to 462,170 shares worth $11M. The position accounts for 0.06% of the portfolio, ranked #308.

Steward Partners Investment Advisory first reported a position in GRNY in Q4 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Steward Partners Investment Advisory held 462,170 shares of FundStrat Granny Shots US Large Cap ETF worth $11M as of Q1 2026.
  • Steward Partners Investment Advisory bought 50,472 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $1.26M.
  • FundStrat Granny Shots US Large Cap ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #308 holding.
  • Steward Partners Investment Advisory first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.