NEW YORK, Dec. 19, 2025 /PRNewswire/ -- Fundstrat Capital today announced the following monthly distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI). The Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) launched on November 18, 2025. 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 long-term growth themes. Distribution Details ...

Core Viewpoint - bLong Financial significantly reduced its holdings in the iShares MSCI Europe Financials ETF (EUFN) during Q3 2025, selling over $5 million worth of shares while increasing its investment in the Fundstrat Granny Shots US Large Cap ETF (GRNY) by over $8 million [1][2][7]. Group 1: bLong Financial's Holdings - bLong Financial sold 201,138 shares of EUFN, resulting in a decrease in the value of its position from $15.34 million in Q2 to $9.75 million in Q3, representing a decline of $5.6 million [2][7]. - The percentage of EUFN in bLong's assets under management (AUM) fell from 11.8% in Q2 to 6.8% in Q3 [2][3]. - After the sale, EUFN remains bLong's third-largest holding, despite the significant quarter-on-quarter reduction of 36% in its position [7]. Group 2: Performance of EUFN - As of December 1, 2025, EUFN shares were priced at $34.83, reflecting a year-over-year increase of 45.9% [3]. - The ETF outperformed the S&P 500 by 33.2 percentage points over the past year [3]. - EUFN has a net asset value of $4.26 billion and a trailing yield of 3.8% [3]. Group 3: Investment Strategy and Market Context - The iShares MSCI Europe Financials ETF provides targeted access to European financial markets through a diversified portfolio of large- and mid-sized financial companies [4][6]. - bLong Financial's recent actions indicate a potential shift in focus from European investments back to U.S. equities, as evidenced by the re-opening of its position in GRNY [8][9].

Core Insights - Fundstrat Capital's Granny Shots US Large Cap ETF (NYSE: GRNY) has achieved significant growth and performance in its first year, surpassing $3.65 billion in assets under management (AUM) and ranking in the top 1% of Morningstar's Large Cap Blend funds based on year-to-date performance [2][5]. Performance Highlights - Since its launch on November 7, 2024, GRNY has outperformed the S&P 500 by 1,260 basis points, with a year-to-date increase of 30.12% compared to the S&P 500's 17.52% [3]. - The ETF has maintained robust liquidity, with an average daily volume of 3.7 million shares and $570 million in net inflows during October 2025, marking its second-largest month for inflows [4]. Strategy and Approach - The Granny Shots strategy is based on an evidence-based research framework that focuses on capital appreciation through a disciplined, research-driven approach [4][7]. - The fund typically holds 30–50 large-cap equities, investing in companies aligned with key macroeconomic and thematic trends [7][8]. Investor Engagement - Fundstrat's Chief Investment Officer, Tom Lee, has provided over 48 investor update videos in the past year, enhancing transparency and engagement with investors [2]. - The ETF has gained traction among retail and institutional investors, reflecting a growing interest in the Granny Shots strategy [4][5].