Tom Lee's Fundstrat Capital Announces Two New Granny Shots ETFs -- GRNJ and GRNI -- Expected to Soon Commence Trading on NYSE Arca

Core Insights - Fundstrat Capital is launching two new ETFs: the Fundstrat Granny Shots US Small- & Mid-Cap ETF (SMID Granny) and the Fundstrat Granny Shots US Large Cap & Income ETF (Granny Income), expanding its ETF offerings [1][2] - The flagship ETF, Fundstrat Granny Shots US Large Cap ETF (GRNY), has shown strong performance with a year-to-date return of 30.12%, significantly outperforming the S&P 500 by 1,260 basis points, and has surpassed $3.65 billion in assets under management (AUM) as of October 31, 2025 [2][15] - The new SMID Granny ETF aims for long-term capital appreciation through an actively managed portfolio of U.S. small- and mid-cap equities, while the Granny Income ETF seeks to provide income through an options-based strategy [2][3] Fundstrat Granny Shots ETFs Overview - The SMID Granny ETF (GRNJ) combines macro and thematic analysis with quantitative stock screening, targeting companies aligned with at least two key investment themes, and benchmarks against the Russell 2500 [2][4] - The Granny Income ETF (GRNI) applies an options-based income overlay to the holdings of the GRNY, aiming to generate additional income while maintaining large-cap U.S. equity exposure [3][4] Investment Strategy - The Granny Shots strategy is based on evidence-driven research, identifying macro forces shaping markets and applying a disciplined, rules-based investment approach [4][6] - The strategy incorporates both long-term themes (e.g., millennials, global labor supply) and short-term themes (e.g., style tilt, seasonality) to guide stock selection [7][8]