Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ)
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GRNJ Chart
GRNJ: Underdog ETF Is Beating The Market YTD
Fundstrat Granny Shot US-Small & Mid-Cap ETF delivers market-beating YTD returns, outperforming VOT and VOO despite a higher 0.75% expense ratio. GRNJ's two-theme selection process targets stocks at the intersection of major secular trends, particularly benefiting from the AI infrastructure build-out in 2026. Sector allocations remain concentrated in industrials and technology (56%), with increased exposure to healthcare and energy and reduced financials and communications.
GRNJ: High Risk, High Reward Strategy Working (For Now)
The Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) has delivered a 31% return since inception, outpacing key benchmarks. Tom Lee's high risk, high reward approach is clearly working. GRNJ holds stocks with an average five-year portfolio beta of 1.45, and the fact that these holdings are up 139% over the last year doesn't seem to deter Lee, either. Powering these gains is a portfolio-level EPS growth rate that analysts expect will average 29.74% per year over the next three years.
Fundstrat Granny Shots US Small- & Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 44,944 | $1.12M | $1.31M | $190,787.72 | 16.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,289 | $57,571.89 | $66,266.78 | $8,694.89 | 15.1% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 9,705 | $242,722 | $281,445 | $38,723 | 15.95% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 2,000 | $50,425.5 | $58,350 | $7,924.5 | 15.72% |
 Kenyon Lederer Pinnacle Wealth Management LLC | 426,134 | $10.72M | $12.36M | $1.64M | 15.28% |
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Fundstrat Granny Shots US Small- & Mid-Cap ETF Profile
| ARCA Exchange | US Country |
Overview
Tidal Trust III - Fundstrat Granny Shots US Small- & Mid-Cap ETF is an innovative exchange-traded fund that was launched and is managed by Tidal Investments LLC, with co-management provided by Fundstrat Capital, LLC. This fund is dedicated to investing in the public equity markets of the United States, targeting stocks in the small and mid-cap sectors. It focuses on companies across a diverse range of sectors, thus providing a well-rounded investment opportunity. By incorporating both growth and value stocks of various market capitalizations, the fund aims to achieve balanced returns while managing risk.
Employing a comprehensive investment strategy, the Tidal Trust III - Fundstrat Granny Shots ETF utilizes both fundamental and quantitative analysis to inform its investment decisions. This top-down stock picking approach is complemented by proprietary research, enabling the fund managers to create a robust and strategically diverse portfolio tailored for long-term growth. Established on November 7, 2025, the fund is based in the United States, aiming to cater to investors interested in harnessing the potential of smaller public companies within the dynamic U.S. market landscape.
Products and Services
- Exchange-Traded Fund (ETF)
The core offering of Tidal Trust III - Fundstrat Granny Shots is its exchange-traded fund structure, which allows investors to buy and sell shares on the stock exchange like individual stocks. This provides flexibility and liquidity, making it easy for investors to enter and exit their positions swiftly.
- Small- & Mid-Cap Stock Investment
This fund specifically targets small- and mid-cap companies, which are generally characterized by their potential for higher growth compared to larger corporations. By focusing on these segments, investors may benefit from the scalability and innovative capabilities often seen in smaller firms.
- Diversified Sector Exposure
Investing across a variety of sectors reduces the risk exposure associated with economic volatility and sector-specific downturns. The fund includes stocks from different industries, ensuring that investors’ portfolios are balanced and resilient to market shifts.
- Growth and Value Investment Strategy
The fund employs a dual strategy of investing in both growth stocks, which are expected to grow at an above-average rate, and value stocks, which are considered undervalued. This blend is designed to optimize returns while minimizing risk over the long term.
- Fundamental and Quantitative Analysis
The investment approach involves thorough fundamental analysis to assess the financial health and potential of companies, supplemented by quantitative analysis to identify market trends and stock performance metrics. This rigorous analysis underpins the selection of securities for the portfolio.
- Proprietary Research
The fund leverages proprietary research conducted by the management team, providing them with unique insights and data that inform investment decisions and portfolio construction, thus enhancing the potential for superior returns.
