Tom Lee's Fundstrat Capital Announces May 2026 Rebalance for Granny Shots Large Cap ETFs

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.

PRNewsWire • Jun 3, 2026

Fundstrat Capital Announces May 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

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.

PRNewsWire • May 27, 2026

Tom Lee's Fundstrat Capital Brings Granny Shots Strategy to European Investors with GRNY UCITS Launch on London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra

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.

PRNewsWire • May 22, 2026

GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ | COWZ Price Prediction) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio.

24/7 Wall Street • May 16, 2026

GRNY: Making Appropriate Moves Thus Far In 2026

The Fundstrat Granny Shots US Large Cap ETF (GRNY) has outperformed peers in early 2026 by dynamically reallocating toward energy and diversifying sector exposure. GRNY's strategy blends short-term macro themes with long-term secular trends, requiring holdings to fit at least two thematic criteria for inclusion. Recent portfolio shifts reduced tech concentration, increased energy allocation to 8%, and expanded sector coverage to ten, reflecting responsive management.

Seeking Alpha • Apr 16, 2026

Fundstrat Capital Announces Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

NEW YORK, March 27, 2026 /PRNewswire/ -- Fundstrat Capital has declared the monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). GRNI pairs the equity holdings of the Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) with an actively managed options overlay designed to generate income while maintaining exposure to the underlying investment themes.

PRNewsWire • Mar 27, 2026

GRNY: Risk Remains Elevated For Tom Lee's $4B Granny Shots ETF

The Fundstrat Granny Shots US Large Cap ETF is a thematic ETF managed by Tom Lee, a well-known market strategist and founder of Fundstrat Capital. Its expense ratio is 0.75%, and the fund has $4B in assets. GRNY holds stocks based on specific themes, including short-term ones like Style Tilt and Seasonality and longer-term ones like Energy and Cyber Security and Millennials. This update highlights GRNY's continued appeal from a GARP perspective, given its 19.89x forward P/E ratio and 17.62% next year portfolio EPS growth rate.

Seeking Alpha • Mar 18, 2026

Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF (NYSE: GRNJ)

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.

PRNewsWire • Feb 25, 2026

Tom Lee's Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Large Cap ETFs

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).

PRNewsWire • Feb 23, 2026

GRNY: Active, Equal Weighted, And Beating The Nasdaq 100

Fundstrat Granny Shots US Large Cap ETF offers an actively managed, equal-weighted approach with transparent, theme-based stock selection. GRNY has outperformed QQQ since inception, though its limited history leaves performance in deeper corrections untested. The fund's flexible, quarterly rebalanced methodology allows swift adaptation to changing market conditions, but some selection criteria appear subjective.

Seeking Alpha • Feb 12, 2026