Sage Private Wealth Group LLC Invests $17.25 Million in Fundstrat Granny Shots U.S. Large Cap ETF $GRNY

Sage Private Wealth Group LLC bought a new position in Fundstrat Granny Shots U.S. Large Cap ETF (NYSEARCA:GRNY) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 690,207 shares of the company’s stock, valued at approximately $17,248,000. Fundstrat Granny Shots U.S. Large Cap ETF accounts for about 9.6% of Sage Private Wealth Group LLC’s holdings, making the stock its 3rd biggest position. Sage Private Wealth Group LLC owned 0.52% of Fundstrat Granny Shots U.S. Large Cap ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in GRNY. Janney Montgomery Scott LLC raised its stake in shares of Fundstrat Granny Shots U.S. Large Cap ETF by 4.4% during the second quarter. Janney Montgomery Scott LLC now owns 542,414 shares of the company’s stock valued at $12,302,000 after acquiring an additional 22,773 shares during the last quarter. SOA Wealth Advisors LLC. increased its holdings in Fundstrat Granny Shots U.S. Large Cap ETF by 354.2% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 329,072 shares of the company’s stock valued at $8,224,000 after purchasing an additional 256,625 shares during the period. CoreCap Advisors LLC bought a new position in Fundstrat Granny Shots U.S. Large Cap ETF during the 3rd quarter valued at approximately $7,335,000. Redwood Wealth Management Group LLC raised its position in Fundstrat Granny Shots U.S. Large Cap ETF by 1.6% during the 2nd quarter. Redwood Wealth Management Group LLC now owns 219,537 shares of the company’s stock valued at $4,979,000 after purchasing an additional 3,530 shares during the last quarter. Finally, Brick & Kyle Associates lifted its holdings in Fundstrat Granny Shots U.S. Large Cap ETF by 134.3% in the 2nd quarter. Brick & Kyle Associates now owns 67,295 shares of the company’s stock worth $1,589,000 after buying an additional 38,575 shares during the period.

Fundstrat Granny Shots U.S. Large Cap ETF Stock Performance

Shares of GRNY stock opened at $25.83 on Wednesday. Fundstrat Granny Shots U.S. Large Cap ETF has a fifty-two week low of $15.00 and a fifty-two week high of $26.33. The firm has a market cap of $4.06 billion, a P/E ratio of 31.86 and a beta of 1.63. The business’s 50 day moving average price is $24.99 and its 200-day moving average price is $24.42.

About Fundstrat Granny Shots U.S. Large Cap ETF

The fundstrat Granny Shots US Large Cap ETF (GRNY) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed ETF that invests in 20 to 50 US large-cap securities across 5 to 10 themes determined to likely impact the economy and stock market. GRNY was launched on Nov 7, 2024 and is issued by Fundstrat.