Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Series Portfolios Trust - Adaptive Select ETF (ADPV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/03/2025: ADPV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.59% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.40 - 42.49 | Updated Date 06/29/2025 |
52 Weeks Range 27.40 - 42.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Series Portfolios Trust - Adaptive Select ETF
ETF Overview
Overview
The Adaptive Select ETF seeks to provide long-term capital appreciation by investing in a portfolio of U.S. listed equities selected using a proprietary, quantitative methodology. It aims to adapt to changing market conditions by dynamically adjusting its sector allocation.
Reputation and Reliability
Series Portfolios Trust is known for offering specialized and rules-based investment strategies. Their reputation is based on delivering transparent and focused investment solutions.
Management Expertise
The management team has expertise in quantitative analysis and portfolio construction, focusing on utilizing systematic approaches to identify investment opportunities.
Investment Objective
Goal
To provide long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a proprietary, quantitative methodology to select and weight U.S. listed equities.
Composition The ETF primarily holds U.S. listed equity securities.
Market Position
Market Share: Data not readily available without real-time market data API access.
Total Net Assets (AUM): Data not readily available without real-time market data API access.
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive, dominated by large, well-established funds like SPY, IVV and VTI. Adaptive Select ETF faces the challenge of differentiating itself with its proprietary methodology. Advantages may include its adaptive nature, while disadvantages include its potentially higher expense ratio or less proven track record compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data is not available in this format. Requires access to a financial data API.
Benchmark Comparison: Benchmark comparison requires historical performance data.
Expense Ratio: Data not readily available without real-time market data API access.
Liquidity
Average Trading Volume
Average trading volume data is not available in this format. Requires access to a financial data API.
Bid-Ask Spread
Bid-ask spread data is not available in this format. Requires access to a financial data API.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the ETF's performance. Specific factors depend on the sectors and industries the ETF is currently invested in.
Growth Trajectory
The ETF's growth trajectory depends on the success of its proprietary methodology in identifying and adapting to changing market conditions. Changes in strategy and holdings would be driven by the quantitative model.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in its adaptive investment strategy, using a proprietary quantitative methodology to select and weight equities. This allows for dynamic allocation based on changing market conditions, potentially providing better risk-adjusted returns. The rules-based approach reduces human bias. However, the success of the model hinges on its efficacy in predicting market trends.
Risk Analysis
Volatility
Volatility data is not available in this format. Requires access to a financial data API.
Market Risk
The ETF is subject to market risk, which is the risk of losses due to factors that affect the overall performance of financial markets. Specific risks depend on the underlying assets the ETF holds, such as sector-specific or company-specific risks.
Investor Profile
Ideal Investor Profile
The Adaptive Select ETF is suitable for investors seeking long-term capital appreciation and are comfortable with a rules-based, quantitative investment approach. Ideal investors should understand that the ETF's performance is tied to the success of its proprietary model.
Market Risk
The ETF is more suited for long-term investors who believe in a quantitative investment approach, rather than active traders.
Summary
The Adaptive Select ETF aims for long-term capital appreciation through a proprietary, quantitative approach to selecting U.S. equities. Its adaptive strategy is designed to respond to changing market conditions. While it offers a unique, rules-based methodology, it competes in a crowded market dominated by larger, more established ETFs. Investors should consider their risk tolerance and investment horizon when evaluating this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer website
- Financial news websites
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share, AUM, expense ratio, and other real-time data were not accessible and are noted as such. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Series Portfolios Trust - Adaptive Select ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. The fund will primarily own common stocks, but may also invest in equity securities of REITS to the extent such REITS are among the 1,000 largest capitalized U.S.-listed stocks. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.