Fundstrat Granny Shots US Small & Mid-Cap ETF

GRNJ

Market cap $500M

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).

Fundstrat Granny Shots US Large Cap ETF (NYSE Arca: GRNY) ranks among the fastest-growing actively managed large-cap equity ETF launches with more than $4.4 billion in assets under management.¹ Fundstrat Granny Shots US Large Cap & Income ETF (NYSE Arca: GRNI) pairs the thematic equity holdings of flagship GRNY with an actively managed options overlay designed to generate monthly income.

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.

The Fundstrat Granny Shots US Small- & Mid-Cap ETF is an actively managed vehicle with a sophisticated strategy amalgamating shorter- and longer-term themes. I appreciate GRNJ's performance since its inception in November 2025, particularly its ability to benefit from the capital rotation earlier this year. However, the ETF has been more sensitive to the ripple effects of the U.S.-Israel-Iran conflict than simpler SMID peers.

GRNJ ranks among the fastest-growing actively managed small- and mid-cap equity ETF launches with more than $384 million in AUM1 NEW YORK, Feb. 25, 2026 /PRNewswire/ -- Fundstrat Capital, the investment management firm led by Chief Investment Officer Thomas "Tom" Lee, announced the completion of the February 2026 quarterly rebalance for the Fundstrat Granny Shots US Small- & Mid-Cap ETF (NYSE: GRNJ). With more than $384 million in assets under management, as of Feb. 23, 2026, GRNJ ranks among the fastest-growing actively managed small- and mid-cap equity ETF launches.

GRNY remains one of the fastest-growing actively managed large-cap equity ETF launches with more than $4.1 billion in AUM 1 Fundstrat Granny Shots US Large Cap & Income (NYSE: GRNI) pairs the thematic equity holdings of the flagship Granny Shots ETF GRNY with an actively managed income overlay. NEW YORK, Feb. 23, 2026 /PRNewswire/ -- Fundstrat Capital, the investment management firm led by Chief Investment Officer Thomas "Tom" Lee, announced the completion of the February 2026 quarterly rebalance for the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY).

NEW YORK, Jan. 12, 2026 /PRNewswire/ -- Fundstrat Capital today announced another significant milestone for its flagship Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY), which has surpassed $4 billion in assets under management (AUM). The rapid growth solidifies GRNY's position as one of the fastest-growing actively managed equity ETFs in the market.1 "In just a little over one year since launch, GRNY gathered $4 billion in assets, a reflection of how our thematic-focused and understandable investment approach resonates with investors," said Thomas "Tom" Lee, Chief Investment Officer and Lead Portfolio Manager at Fundstrat Capital.

With net inflows of about $1.5 trillion for the year, 2025 was in some ways the biggest year ever for exchange-traded funds (ETFs). And with a massive and ever-growing field of funds available, the ETF space shows no signs of slowing or losing its appeal to investors in 2026.