Tom Lee's Fundstrat Granny Shots ETF (NYSE: GRNY) Surpasses $2 Billion in AUM Less Than 9 Months After Launch -- Outperforming the S&P 500 by 907 Basis Points and Ranking Among the Fastest-Growing Equity ETFs in History

NEW YORK, July 29, 2025 /PRNewswire/ -- Tom Lee's Fundstrat Granny Shots U.S. Large Cap ETF (NYSE: GRNY) has officially surpassed $2 billion in assets under management (AUM) in less than 9 months since the launch in November 2024 - solidifying its place among the fastest-growing active ETFs in the U.S. equity market.¹  With a total return of 17.88% since inception, GRNY has outperformed the S&P 500 by 907 basis points year-to-date, as of July 25, 2025.

GRNY ("Granny Shots") seeks to own the highest-quality stocks in the S&P 500—typically around 35 names—by identifying the most important thematic arcs over the next 5-10 years and then buys the strongest and highest quality stocks anchored to at least 2 of those themes.  These multiple key themes include global labor shortage, cyber and energy security, millennials, monetary policy cycles and are anchored by Fundstrat's research-driven framework.

"We want to make investing in our ETF understandable and transparent.  We do this by explaining our investment process of theme-focus and selection and by communicating regularly with our weekly videos," said Thomas "Tom" Lee, Chief Investment Officer & Lead Portfolio Manager at Fundstrat Capital. "Many GRNY holders tell us they appreciate the videos as they give them a clear idea of how we are making investment decisions."

"GRNY's performance reflects the strength of our disciplined, theme-based process. By aligning the portfolio with long-term macro trends—such as demographics, technological innovation, and monetary policy—while being mindful of near-term signals like PMI recovery and style or industry rotation, we aim to deliver durable results for investors."
— Ken Xuan, Portfolio Manager at Fundstrat Capital

GRNY is supported by Fundstrat's evidence-based research: weekly strategy updates from Tom Lee, consistent email notifications to investors, and live monthly webinars—designed to equip investors and advisors with institutional-quality content to support their investment decisions and transparency of the fund.

For more information about the Fundstrat Granny Shots U.S. Large Cap ETF (Ticker: GRNY), visit grannyshots.com or contact [email protected].

Performance data quoted represents past performance and does not guarantee future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For the most recent month-end and standardized performance data, please visit grannyshots.com/performance.

¹ Morningstar and FactSet data as of July 25, 2025. Excluding ETFs converted from mutual funds or separately managed accounts, the comparison includes U.S.-listed, actively managed large-cap equity ETFs launched since November 18,1991. GRNY reached $2 Billion in AUM in under 9 months on July 25, 2025.

DISCLOSURES:

Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest.

Investing involves risk. Principal loss is possible.

The principal risks of investing in the Fund are summarized below. As with any investment, there is a risk that you could lose all or a portion of your investment in the Fund. Some or all of these risks may adversely affect the Fund's net asset value per share ("NAV"), trading price, yield, total return, and/or ability to meet its investment objective. For more information about the risks of investing in the Fund, see the section in the Fund's Prospectus titled "Additional Information About the Fund-Principal Risks of Investing in the Fund."

Equity Market Risk. Common stocks are generally exposed to greater risk than other types of securities, such as preferred stock and debt obligations, because common stockholders generally have inferior rights to receive payment from specific issuers.

Models and Data Risk. The composition of the Fund's portfolio is heavily dependent on investment models developed by the Sub-Adviser as well as information and data supplied by third parties ("Models and Data"). When Models and Data prove to be incorrect or incomplete, any decisions made in reliance thereon may lead to the inclusion or exclusion of securities from the Fund's portfolio that would have been excluded or included had the Models and Data been correct and complete.

Operational Risk. The Fund is subject to risks arising from various operational factors, including, but not limited to, human error, processing and communication errors of the Fund's service providers, counter parties or other third-parties, failed or inadequate processes and technology or systems failures. The Fund relies on third-parties for a range of services, including custody.

New Fund Risk. The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.

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SOURCE Fundstrat Capital