Valeo Financial Advisors
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Valeo Financial Advisors’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Valeo Financial 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
2025
Q3 		– Sell
-26,621
Closed -$200K – 892
2025
Q2 		$200K Buy
+26,621
New +$530K ﹤0.01% 715

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Thrivent Financial for Lutherans
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Diversify Advisory Services
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RWP
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Venture Visionary Partners
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Valeo Financial Advisors's GRNY Position: Q3 2025 in Review

Valeo Financial Advisors sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q3 2025, closing a stake of 26,621 shares — an estimated $200K sold.

Valeo Financial Advisors first reported a position in GRNY in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 244 funds tracked by Wall St. Rank hold GRNY as of Q3 2025.

  • Valeo Financial Advisors reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 26,621 FundStrat Granny Shots US Large Cap ETF shares in Q3 2025, an estimated $200K.
  • Valeo Financial Advisors first reported a position in FundStrat Granny Shots US Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Valeo Financial Advisors's FundStrat Granny Shots US Large Cap ETF position peaked at $200K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.