Fundstrat Granny Shots US Large Cap & Income ETF

Fundstrat Granny Shots US Large Cap & Income ETF is an actively managed exchange-traded fund with a primary objective of generating income alongside long-term capital growth. The fund targets a portfolio of US large-cap equities, selected based on alignment with multiple forward-looking themes curated by the portfolio management team. These themes reflect significant macroeconomic or sector trends identified through both top-down and bottom-up research. A distinctive feature of this ETF is the integration of actively managed options strategies—specifically, covered calls and cash-secured puts—which serve as an income overlay on the core equity holdings. This approach aims to enhance yield and help manage risk without abandoning the fund's central thematic conviction. All portfolio holdings are equal-weighted and rebalanced quarterly, ensuring diversification and reducing concentration risk. Fundstrat Granny Shots US Large Cap & Income ETF occupies a unique position in the market by blending a disciplined, rules-based thematic stock selection process with sophisticated income-generating options overlays, making it notable among income-focused equity funds in the US large-cap segment.