WPWM
GRNY

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

Western Pacific 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
Q4 		– Sell
-1,000
Closed -$25K – 197
2025
Q3 		$25K Hold
1,000
– – 0.02% 147
2025
Q2 		$22.7K Hold
1,000
– – 0.02% 153
2025
Q1 		$18.2K Hold
1,000
– – 0.02% 152
2024
Q4 		$20K Buy
+1,000
New +$20.6K 0.02% 156

Other funds holding GRNY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return

Western Pacific Wealth Management's GRNY Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of FundStrat Granny Shots US Large Cap ETF (GRNY) in Q4 2025, closing a stake of 1,000 shares — an estimated $25K sold.

Western Pacific Wealth Management first reported a position in GRNY in Q4 2024 and held it in 4 quarters. The position peaked at $25K in Q3 2025. 296 funds tracked by Wall St. Rank hold GRNY as of Q4 2025.

  • Western Pacific Wealth Management reported no remaining FundStrat Granny Shots US Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,000 FundStrat Granny Shots US Large Cap ETF shares in Q4 2025, an estimated $25K.
  • Western Pacific Wealth Management first reported a position in FundStrat Granny Shots US Large Cap ETF in Q4 2024 and held it in 4 quarters.
  • Western Pacific Wealth Management's FundStrat Granny Shots US Large Cap ETF position peaked at $25K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held FundStrat Granny Shots US Large Cap ETF as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.