U.S. Capital Wealth Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

U.S. Capital 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 Q1	$6.15M	Buy	257,604 +9,630	+4%	+$240K	0.15%	158
2025 Q4	$6.14M	Sell	247,974 -380	-0.2%	-$9.55K	0.16%	159
2025 Q3	$6.21M	Buy	248,354 +210,336	+553%	+$4.97M	0.17%	144
2025 Q2	$862K	Buy	+38,018	New	+$757K	0.03%	457

Other funds holding GRNY

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

U.S. Capital Wealth Advisors's GRNY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 3.9% in Q1 2026, buying an estimated $240K and bringing the position to 257,604 shares worth $6.15M. The position accounts for 0.15% of the portfolio, ranked #158.

U.S. Capital Wealth Advisors first reported a position in GRNY in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.21M in Q3 2025. 319 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

U.S. Capital Wealth Advisors held 257,604 shares of FundStrat Granny Shots US Large Cap ETF worth $6.15M as of Q1 2026.
U.S. Capital Wealth Advisors bought 9,630 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $240K.
FundStrat Granny Shots US Large Cap ETF made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #158 holding.
U.S. Capital Wealth Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
U.S. Capital Wealth Advisors's FundStrat Granny Shots US Large Cap ETF position peaked at $6.21M in Q3 2025.
319 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.