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AZTD
Upturn stock ratingUpturn stock rating

Aztlan Global Stock Selection Dm SMID ETF (AZTD)

Upturn stock ratingUpturn stock rating
$28.26
Last Close (24-hour delay)
Profit since last BUY9.15%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

08/14/2025: AZTD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 1.93%
Avg. Invested days 41
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 19.75 - 27.11
Updated Date 06/29/2025
52 Weeks Range 19.75 - 27.11
Updated Date 06/29/2025

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Aztlan Global Stock Selection Dm SMID ETF

stock logo

ETF Overview

overview logo Overview

The Aztlan Global Stock Selection Dm SMID ETF aims to provide capital appreciation by investing in a diversified portfolio of small and mid-cap companies in developed markets globally, focusing on those demonstrating strong growth potential.

reliability logo Reputation and Reliability

Information about the issuer's reputation and track record is not available without a specific ticker symbol.

reliability logo Management Expertise

Information about the management team's expertise is not available without a specific ticker symbol.

Investment Objective

overview logo Goal

To achieve long-term capital appreciation by investing in a diversified portfolio of developed market small and mid-cap stocks.

Investment Approach and Strategy

Strategy: The ETF employs a stock selection strategy that aims to identify companies with strong growth potential within the developed market small and mid-cap universe.

Composition The ETF primarily holds equities of small and mid-sized companies located in developed markets.

Market Position

Market Share: Information about the ETF's market share is not available without a specific ticker symbol.

Total Net Assets (AUM): Information about the AUM is not available without a specific ticker symbol.

Competitors

overview logo Key Competitors

Competitive Landscape

Without specific competitor information, a comprehensive competitive landscape description cannot be provided. Factors include investment strategy, expense ratios and AUM.

Financial Performance

Historical Performance: Historical performance data is not available without a specific ticker symbol.

Benchmark Comparison: Benchmark comparison is not possible without performance data and a specified benchmark.

Expense Ratio: Expense ratio information is not available without a specific ticker symbol.

Liquidity

Average Trading Volume

Information about the average trading volume is unavailable without a specific ticker symbol.

Bid-Ask Spread

Information about the bid-ask spread is unavailable without a specific ticker symbol.

Market Dynamics

Market Environment Factors

Economic indicators such as GDP growth, interest rates, and inflation, as well as global market conditions, will influence the ETF's performance. Specific impact is difficult to determine without more concrete information.

Growth Trajectory

The ETF's growth trajectory will depend on its ability to effectively select high-growth small and mid-cap companies in developed markets. Future information would be required.

Moat and Competitive Advantages

Competitive Edge

Without specific details on the ETF's investment strategy and portfolio composition, it's challenging to define competitive advantages. A unique stock selection process focusing on specific growth factors would be an advantage. Superior management expertise and lower expense ratios are also potentially competitive advantages. Specialisation in a niche subset of developed markets could be another edge.

Risk Analysis

Volatility

Volatility assessment is not possible without historical performance data.

Market Risk

The ETF is subject to market risk associated with equity investments, particularly those of small and mid-cap companies, which tend to be more volatile. Specific risks will vary based on the geographical allocation and underlying holdings.

Investor Profile

Ideal Investor Profile

The ideal investor for this ETF is one seeking long-term capital appreciation and comfortable with the higher volatility associated with small and mid-cap stocks. These investors should also have a global investment outlook and understand the risks of investing in developed markets.

Market Risk

This ETF is best suited for long-term investors seeking capital appreciation and diversification through global SMID-cap equities.

Summary

The Aztlan Global Stock Selection Dm SMID ETF aims to provide capital appreciation by investing in small and mid-cap companies in developed markets. Its success depends on its stock selection strategy and the performance of the underlying companies. The ETF carries market risk and is suited for long-term investors with a higher risk tolerance. Further analysis requires information on the ETF's ticker symbol and associated historical data and management information.

Peer Comparison

Sources and Disclaimers

Data Sources:

Disclaimers:

This analysis is based on limited information and is for informational purposes only. It is not investment advice. Consult with a qualified financial advisor before making any investment decisions. Data is unavailable without a specific ticker symbol.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Aztlan Global Stock Selection Dm SMID ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The index is comprised of equity securities of companies from the following three developed markets (DM) regions. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of SMID-capitalization companies incorporated in or that are listed in developed markets.