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Aztlan Global Stock Selection Dm SMID ETF (AZTD)



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Upturn Advisory Summary
08/14/2025: AZTD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Aztlan Global Stock Selection Dm SMID ETF
ETF Overview
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.
Reputation and Reliability
Information about the issuer's reputation and track record is not available without a specific ticker symbol.
Management Expertise
Information about the management team's expertise is not available without a specific ticker symbol.
Investment Objective
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
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.
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 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.

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