GRNI – Fundstrat Granny Shts US Lrg Cap &IncETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income, with a secondary objective of long-term capital appreciation. The fund, an actively-managed exchange-traded fund (“ETF”), primarily seeks to generate cash distributions through options strategies (the “Options Strategies”). Under normal market circumstances, it will invest at least 80% of its net assets (including any borrowings for investment purposes) in large-capitalization U.S. companies or derivatives instruments that provide exposure to those securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GRNI	Fundstrat Granny Shots US Large Cap & Income ETF	ETF	Open	—	—	Nov 17, 2025	$60.75M	0.990%	—	—	—

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