WANY
GRNY

Wealthspire Advisors (New York)’s FundStrat Granny Shots US Large Cap ETF GRNY Stock Holding History

Wealthspire Advisors (New York)’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 		$418K Sell
17,491
-820
-4% -$20.4K ﹤0.01% 630
2025
Q4 		$453K Buy
18,311
+11,916
+186% +$299K ﹤0.01% 644
2025
Q3 		$160K Buy
+6,395
New +$151K ﹤0.01% 868

Other funds holding GRNY

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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 $3B AUM 24.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s GRNY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its FundStrat Granny Shots US Large Cap ETF (GRNY) stake by 4.5% in Q1 2026, selling an estimated $20.4K and leaving 17,491 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Wealthspire Advisors (New York) first reported a position in GRNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $453K in Q4 2025. 318 funds tracked by Wall St. Rank hold GRNY as of Q1 2026.

  • Wealthspire Advisors (New York) held 17,491 shares of FundStrat Granny Shots US Large Cap ETF worth $418K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 820 FundStrat Granny Shots US Large Cap ETF shares in Q1 2026, an estimated $20.4K.
  • FundStrat Granny Shots US Large Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #630 holding.
  • Wealthspire Advisors (New York) first reported a position in FundStrat Granny Shots US Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s FundStrat Granny Shots US Large Cap ETF position peaked at $453K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.