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Upturn AI SWOT - About
REX AI Equity Premium Income ETF (AIPI)
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Upturn Advisory Summary
10/24/2025: AIPI (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 27.81% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.84 - 43.72 | Updated Date 06/28/2025 |
52 Weeks Range 30.84 - 43.72 | Updated Date 06/28/2025 |
Upturn AI SWOT
REX AI Equity Premium Income ETF
ETF Overview
Overview
The REX AI Equity Premium Income ETF (AIPI) seeks to provide current income and potential capital appreciation by investing in a portfolio of U.S. equity securities and writing covered call options on those securities, utilizing an AI-powered approach.
Reputation and Reliability
REX Shares is an ETF provider focused on innovative and alternative investment strategies. Their reputation is still developing compared to more established issuers.
Management Expertise
REX Shares leverages AI for portfolio construction and option strategy selection, suggesting expertise in quantitative finance and technology.
Investment Objective
Goal
To provide current income and potential capital appreciation.
Investment Approach and Strategy
Strategy: AIPI uses an AI-powered approach to select U.S. equity securities and write covered call options on those securities.
Composition Primarily holds U.S. equity securities. The exact composition is determined by the AI model.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM):
Competitors
Key Competitors
- JEPI
- QYLD
- XYLD
- DIVO
- RYLD
Competitive Landscape
The covered call ETF market is becoming increasingly crowded. AIPI differentiates itself with its AI-driven approach, which may or may not provide superior performance compared to more established, rules-based strategies. Advantages could include dynamic adaptation to market conditions, while disadvantages might include higher management fees and unproven performance.
Financial Performance
Historical Performance: Data not readily available due to ETF's recent inception.
Benchmark Comparison: Benchmark comparison is not directly available as the AI selects the holdings.
Expense Ratio:
Liquidity
Average Trading Volume
Trading volume information is needed to assess AIPI's liquidity.
Bid-Ask Spread
Bid-ask spread information is needed to understand the cost of trading AIPI.
Market Dynamics
Market Environment Factors
AIPI's performance is affected by overall equity market performance, interest rates, and volatility. The AI system adapts to these changing conditions.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking income in a potentially volatile market environment. The AI-driven strategy is a key selling point.
Moat and Competitive Advantages
Competitive Edge
AIPI's competitive advantage lies in its use of artificial intelligence to dynamically select stocks and manage covered call options. This AI-driven approach aims to optimize income generation and capital appreciation. However, AIPI must demonstrate consistent outperformance or risk being seen as a generic covered call ETF. The AI could potentially adapt to market changes quickly, allowing for less volatility and higher income. The lack of human bias might offer some advantage.
Risk Analysis
Volatility
Historical volatility data is needed to properly assess AIPI's price volatility.
Market Risk
AIPI is exposed to market risk, as its underlying assets are U.S. equities. Additionally, covered call strategies can limit upside potential in strongly rising markets.
Investor Profile
Ideal Investor Profile
Investors seeking income and willing to accept the risks associated with equity investments and covered call strategies might find AIPI suitable. Investors who believe in the potential of AI-driven investment strategies may also find this appealing.
Market Risk
AIPI may be suitable for long-term investors seeking income, but it may not be ideal for active traders due to potential for price fluctuations. Passive index followers may not be attracted due to the active AI strategy.
Summary
The REX AI Equity Premium Income ETF (AIPI) is designed to provide current income through a portfolio of U.S. equities and covered call options, using an AI-powered investment strategy. It caters to investors seeking income and potential capital appreciation, but it is crucial to monitor the ETF's performance and understand the risks associated with the covered call and AI strategy. It differentiates itself with its AI approach, aiming for better income and returns than more conventional covered call ETFs. Due to the recent inception of AIPI, there isn't sufficient data to properly assess its financial performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- REX Shares website
- ETF.com
- SEC Filings (when available)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data and financial performance information may not be available or fully accurate due to the ETF's relatively new status.
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 REX AI Equity Premium Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal market conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities comprising the BITA AI Leaders Select Index. It seeks to employ its investment strategy regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
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