Walled Lake Planning & Wealth Management LLC Invests $609,000 in Fundstrat Granny Shots U.S. Large Cap ETF $GRNY

Walled Lake Planning & Wealth Management LLC bought a new stake in Fundstrat Granny Shots U.S. Large Cap ETF (NYSEARCA:GRNY) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 24,363 shares of the company’s stock, valued at approximately $609,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Valeo Financial Advisors LLC bought a new stake in shares of Fundstrat Granny Shots U.S. Large Cap ETF during the second quarter valued at about $604,000. SOA Wealth Advisors LLC. raised its position in shares of 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 worth $8,224,000 after buying an additional 256,625 shares in the last quarter. Horrell Capital Management Inc. raised its position in shares of Fundstrat Granny Shots U.S. Large Cap ETF by 47.1% during the 2nd quarter. Horrell Capital Management Inc. now owns 9,416 shares of the company’s stock worth $214,000 after buying an additional 3,016 shares in the last quarter. Brick & Kyle Associates lifted its stake in shares of 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 acquiring an additional 38,575 shares during the period. Finally, Cozad Asset Management Inc. bought a new stake in Fundstrat Granny Shots U.S. Large Cap ETF during the third quarter worth approximately $807,000.

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

Shares of NYSEARCA GRNY opened at $24.81 on Friday. The stock has a fifty day moving average price of $25.18 and a two-hundred day moving average price of $24.90. Fundstrat Granny Shots U.S. Large Cap ETF has a 1 year low of $15.00 and a 1 year high of $26.33. The firm has a market cap of $4.22 billion, a P/E ratio of 31.86 and a beta of 1.63.

Fundstrat Granny Shots U.S. Large Cap ETF Company Profile

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.