Fundstrat Capital Completes August 2026 Rebalance for Granny Shots ETFs
On September 2, 2026, Fundstrat Capital completed the quarterly rebalance of its Granny Shots ETF suite—GRNY, GRNI, and GRNJ—with a combined $5.1 billion in assets under management as of August 27, 2026. The firm's Chief Investment Officer Tom Lee highlighted that the rebalances reflect a strategic shift toward 'quality growth' and 'quality cyclicals,' aligning with current interest rate conditions and seasonal trends. The large-cap portfolios added six stocks including Freeport-McMoRan (FCX), Intel (INTC), and Lockheed Martin (LMT) while removing seven, such as Broadcom (AVGO) and Meta Platforms (META). The small- and mid-cap portfolio GRNJ also made eight additions like Amkor Technology (AMKR) and nVent Electric (NVT), with similar deletions. Both flagship ETFs—GRNY and GRNJ—are among the fastest-growing actively managed equity ETF launches in U.S. history.
Tickers: $ALNT $AMKR $APD $AVGO $AXP $CFR $DPZ $ELF $FCX $FORM $GRNY $INTC $LMT $META $MKSI $MU $NBIX $NOC $NVT $ON $PNC $SPCX $TPL $UTHR $UUUU $VICR $VRT $VRTX $WFRD