Fundstrat Granny Shots US Small & Mid-Cap ETF

GRNJ

시가총액 US$4.8억

Fundstrat Granny Shots US Small- & Mid-Cap ETF maintains a high-risk, high-reward growth strategy with a 1.51 five-year portfolio beta. GRNJ's active management allows monthly thematic shifts, but recent allocations show increased tech exposure and persistent low-quality metrics. The fund's 22.81% next-year EPS growth and 18.36x forward P/E are offset by weak profitability and quality, with net margins at 7.66%.

Fundstrat Capital completed the August 2026 quarterly rebalance for the Granny Shots ETF suite: GRNY, GRNI, and GRNJ, with $5.1 billion in combined assets under management as of August 27, 2026. Flagship GRNY and small- and mid-cap GRNJ each rank among the fastest-growing actively managed equity ETF launches in U.S. history.

NEW YORK, Aug. 27, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). As investors increasingly seek both growth and income, GRNI offers a research-driven solution that pairs the thematic stock selection of the Granny Shots framework with an income strategy designed to support monthly distributions.

NEW YORK, July 29, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). As investors increasingly seek both growth and income, GRNI offers a research-driven solution that pairs the thematic stock selection of the Granny Shots framework with an income strategy designed to support monthly distributions.

Fundstrat Granny Shot US-Small & Mid-Cap ETF delivers market-beating YTD returns, outperforming VOT and VOO despite a higher 0.75% expense ratio. GRNJ's two-theme selection process targets stocks at the intersection of major secular trends, particularly benefiting from the AI infrastructure build-out in 2026. Sector allocations remain concentrated in industrials and technology (56%), with increased exposure to healthcare and energy and reduced financials and communications.

NEW YORK, June 26, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). As investors increasingly seek both growth and income, GRNI offers a research-driven solution that pairs the thematic stock selection of the Granny Shots framework with an income strategy designed to support monthly distributions.

The Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) has delivered a 31% return since inception, outpacing key benchmarks. Tom Lee's high risk, high reward approach is clearly working. GRNJ holds stocks with an average five-year portfolio beta of 1.45, and the fact that these holdings are up 139% over the last year doesn't seem to deter Lee, either. Powering these gains is a portfolio-level EPS growth rate that analysts expect will average 29.74% per year over the next three years.

Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE Arca: GRNJ) applies the Granny Shots framework to small- and mid-capitalization U.S. equities, with $476 million in assets under management.1 Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE Arca: GRNJ) extends the same thematic, multi-tailwind methodology behind flagship GRNY to the small- and mid-cap segment of the U.S. equity market. NEW YORK, June 9, 2026 /PRNewswire/ -- Fundstrat Capital, the New York–based investment management firm led by Chief Investment Officer Thomas "Tom" Lee, today announced the completion of the May 2026 quarterly rebalance for the Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE Arca: GRNJ).

NEW YORK, May 27, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). As investors increasingly seek strategies that combine equity growth with income generation, GRNI offers a research-driven solution, pairing the thematic stock selection of the Granny Shots framework with an actively managed options overlay designed to support monthly income distributions.

Fundstrat Granny Shots US Large Cap UCITS ETF (Ticker: GRNY) begins trading May 22, 2026, in partnership with HANetf. The UCITS launch builds on the success of Fundstrat's flagship ETF, the Fundstrat Granny Shots US Large Cap ETF (NYSE Arca: GRNY), one of the fastest-growing actively managed large-cap equity ETFs in U.S. history.