Granny Shots Income ETF Rebalances, Adding 6 Names and Removing 3
GRNI•Fundstrat Capital completed the May 2026 rebalance of its GRNI ETF, adding six equities (CF, LLY, NOW, ORCL, PM, UNH) and removing three (AMGN, CVX, PPG). With $50 million in AUM, GRNI retains the same core equity lineup as GRNY while maintaining its monthly income options overlay.
1. Quarterly Rebalance Overview
Fundstrat Capital executed the May 2026 quarterly rebalance for the Granny Shots US Large Cap & Income ETF, adjusting holdings based on updated macro, quantitative and fundamental research. This routine adjustment reflects the firm’s dynamic approach to maintain exposure to quality and defensive resilience in evolving market conditions.
2. Additions and Removals
The portfolio additions include CF Industries, Eli Lilly, ServiceNow, Oracle, Philip Morris and UnitedHealth Group, while the deleted positions are Amgen, Chevron and PPG Industries. These shifts realign the fund toward companies with durable growth profiles and defensive characteristics.
3. Strategy Impact and AUM
GRNI, which pairs the core equity positions of the flagship strategy with an actively managed options overlay, manages $50 million in assets. The income-focused structure aims to deliver monthly distributions while positioning for what Fundstrat views as a challenging but constructive 2026 equity environment.
