VWM
GRNY

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

Venturi 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
Q1 		– Sell
-958
Closed -$19.1K – 1916
2024
Q4 		$19.1K Buy
+958
New +$19.7K ﹤0.01% 1277

Other funds holding GRNY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
NIA
NBZ Investment Advisors Knoxville, Tennessee $229M AUM 17.28% 1-Year Est. Return

Venturi Wealth Management's GRNY Position: Q1 2025 in Review

Venturi Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q1 2025, closing a stake of 958 shares — an estimated $19.1K sold.

Venturi Wealth Management first reported a position in GRNY in Q4 2024 and held it in 1 quarter. The position peaked at $19.1K in Q4 2024. 109 funds tracked by Wall St. Rank hold GRNY as of Q1 2025.

  • Venturi Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 958 FundStrat Granny Shots US Large Cap ETF shares in Q1 2025, an estimated $19.1K.
  • Venturi Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $19.1K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.