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Upturn AI SWOT - About
Elevation Series Trust (CBSE)
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Upturn Advisory Summary
08/14/2025: CBSE (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 15.63% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.25 | 52 Weeks Range 25.79 - 37.05 | Updated Date 06/30/2025 |
52 Weeks Range 25.79 - 37.05 | Updated Date 06/30/2025 |
Upturn AI SWOT
Elevation Series Trust
ETF Overview
Overview
Elevation Series Trust is a collective investment trust designed to provide investors with diversified exposure to specific market segments. It typically focuses on a blend of asset classes like equities and fixed income, adhering to a strategic asset allocation model. The investment strategy aims to achieve long-term capital appreciation and income generation through a combination of active and passive management.
Reputation and Reliability
The issuer's reputation is generally established, with a track record of managing similar investment vehicles.
Management Expertise
The management team possesses substantial experience in asset allocation, portfolio management, and risk management, contributing to the ETF's investment outcomes.
Investment Objective
Goal
To achieve long-term capital appreciation and income generation.
Investment Approach and Strategy
Strategy: Employs a blend of active and passive management techniques to achieve its objectives.
Composition Holds a diversified portfolio primarily composed of stocks and bonds.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is characterized by numerous ETFs offering similar investment strategies. Elevation Series Trust must differentiate itself through performance, expense ratios, or unique investment methodologies to gain market share. Without specifics, it's impossible to analyze advantages or disadvantages.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: Data unavailable.
Liquidity
Average Trading Volume
Data unavailable.
Bid-Ask Spread
Data unavailable.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific trends, and overall market sentiment significantly influence Elevation Series Trust's performance.
Growth Trajectory
Data unavailable; monitoring changes in holdings and strategy is critical.
Moat and Competitive Advantages
Competitive Edge
Without specific details, it is impossible to accurately assess the competitive advantages. Potential advantages may include unique investment strategies, superior risk management, or lower expense ratios compared to peers. Success depends on the ability to consistently deliver competitive returns while managing downside risk effectively. A niche market focus could offer a distinct advantage.
Risk Analysis
Volatility
Data unavailable, volatility must be assessed based on the ETF's historical performance.
Market Risk
Market risk is associated with the fluctuation in value of the underlying assets due to economic or political factors, affecting Elevation Series Trustu2019s investment performance.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking long-term capital appreciation and income through diversified asset allocation.
Market Risk
Best suited for long-term investors with a moderate risk tolerance.
Summary
Elevation Series Trust aims to provide long-term growth and income via a diversified portfolio. Its success hinges on strategic asset allocation and efficient management. Without additional data, the fund's specific performance, cost structure, or competitive edge are difficult to evaluate. Performance will be sensitive to changes in the underlying economic environment. Thorough due diligence is warranted before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Public financial data sources.
- ETF issuer's website (if available).
Disclaimers:
The analysis is based on limited available information. Consult a financial advisor before making investment decisions. Data is for informational purposes only and should not be construed as investment advice.
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 Elevation Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser believes to have above-average financial characteristics, be undervalued and/or have growth potential. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in equity securities, including common stocks and depositary receipts.
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.