Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
Series Portfolios Trust (BNDS)
- 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
08/14/2025: BNDS (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 4.64% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 45.50 - 49.48 | Updated Date 05/9/2025 |
52 Weeks Range 45.50 - 49.48 | Updated Date 05/9/2025 |
Upturn AI SWOT
Series Portfolios Trust
ETF Overview
Overview
Series Portfolios Trust is a platform offering various ETFs, each with a specific investment focus, targeting different sectors and asset classes. Strategies vary by ETF, from tracking indices to actively managing portfolios.
Reputation and Reliability
The reputation and reliability of the issuer vary depending on the specific portfolio within the Series Portfolios Trust and its management team.
Management Expertise
Management expertise is dependent on the specific fund within the trust. Specific expertise varies accordingly.
Investment Objective
Goal
To provide investors with access to a diverse range of investment strategies through a single trust structure.
Investment Approach and Strategy
Strategy: The strategy varies across different ETFs within the trust, including index tracking, active management, and sector-specific investments.
Composition The composition varies widely across ETFs within the trust, encompassing stocks, bonds, commodities, and other asset classes.
Market Position
Market Share: Market share data is dependent on the specific ETF within the Series Portfolios Trust.
Total Net Assets (AUM): AUM varies by the specific ETF within the series. This data is not aggregated for the entire trust.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive. Series Portfolios Trust offers a range of specialized ETFs. Its advantage lies in providing niche investment options. The disadvantage includes lower liquidity compared to larger, more established ETFs. Competing on market share is difficult given the scale of larger ETF providers.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF within the Series Portfolios Trust.
Benchmark Comparison: Benchmark comparison depends on the specific ETF within the series and its investment objective.
Expense Ratio: Expense ratios vary across different ETFs within the Series Portfolios Trust.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within the Series Portfolios Trust and can range from very low to moderate, impacting ease of trading.
Bid-Ask Spread
Bid-ask spread varies based on the trading volume of the specific ETF within the series, with less liquid funds having wider spreads.
Market Dynamics
Market Environment Factors
Market environment factors vary depending on the sector and asset class targeted by each specific ETF within the Series Portfolios Trust.
Growth Trajectory
Growth trends and patterns are specific to each ETF within the trust and depend on its investment strategy and market exposure.
Moat and Competitive Advantages
Competitive Edge
Series Portfolios Trust has a competitive edge by offering specialized and targeted investment strategies, allowing investors to access niche markets. This allows for greater diversification and focused exposure. The flexibility of the trust structure enables quick launches of new ETFs. This caters to evolving market trends and investor demands. However, each ETF must attract sufficient assets to ensure its long-term viability.
Risk Analysis
Volatility
Volatility varies significantly across ETFs within the Series Portfolios Trust, reflecting the risk profiles of their underlying assets.
Market Risk
Market risk is specific to the assets held by each ETF within the Series Portfolios Trust and dependent on current market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within the Series Portfolios Trust; typically, it caters to investors seeking targeted exposure to specific sectors or asset classes.
Market Risk
Suitability depends on the specific ETF; some are suitable for long-term investors seeking specific asset class exposure, while others are suitable for active traders looking to capitalize on short-term market movements.
Summary
Series Portfolios Trust is a platform providing access to a diverse range of ETFs with varying investment strategies and objectives. The performance, risk, and suitability depend heavily on the specific fund chosen within the trust. It caters to investors seeking targeted exposure to specific sectors or asset classes and those interested in niche investment opportunities. Its success depends on the management of each individual ETF. Investors should analyze the specific holdings and strategies before investing in any fund within the Series Portfolios Trust.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news websites
- ETF database providers
Disclaimers:
This analysis is based on available information and is not financial advice. Past performance is not indicative of future results. Consult a financial advisor before making 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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal circumstances, invests at least 80% of its net assets (plus any borrowings for investment purposes) in fixed income securities. The Adviser will construct the fund"s portfolio by investing in a range of bonds, including municipal bonds, government bonds, and corporate bonds.
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.