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Upturn AI Summary
Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF(CCSO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CCSO
10/14/2026: CCSO (1-star) is currently NOT-A-BUY. Pass it for now.
CCSO provides concentrated exposure to U.S.-listed companies actively involved in climate change mitigation, managed through a proprietary, non-indexed approach. Its primary strength lies in its specialized focus on climate solutions, although it faces risks from lower liquidity, higher expense ratios, and significant volatility compared to broader indices. Investors should use it as a tactical, long-term allocation in a diversified portfolio, keeping in mind the sensitivity of these stocks to policy and interest rate environments. It best suits investors who prioritize thematic impact over broad market tracking and are prepared for the higher risk profiles inherent in emerging energy industries.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies at the forefront of the structural shift toward a decarbonized economy, offering significant long-term growth potential. |
| Momentum investor | Mixed fit | Momentum investors may find the volatility of the sector challenging, and the fund should be evaluated based on the current upturn signal. |
| Value investor | Weak fit | Many climate solution companies trade at high valuation multiples, making this fund less suitable for traditional value-oriented strategies. |
| Dividend/Income investor | Weak fit | The portfolio prioritizes capital appreciation over dividend yield, making it an ineffective choice for income-focused portfolios. |
| Low-risk investor | Weak fit | The concentrated nature of the fund and its exposure to emerging technologies lead to high volatility that may be unsuitable for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or institution with a high risk tolerance and a long-term investment horizon focused on the secular trend of decarbonization.
Suitability
CCSO is best suited for long-term thematic investors looking to supplement a core equity portfolio with focused exposure to climate solutions.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The sector's sensitivity to policy and technology shifts leads to significant price fluctuations. |
| Market risk | Medium / high | General market downturns can disproportionately impact high-beta, growth-oriented climate stocks. |
| Concentration | High | The fund’s narrow focus on climate solutions limits diversification across broader market sectors. |
| Tracking/expense | Medium | As an actively managed fund, it does not seek to track an index, which can result in performance variance. |
| Liquidity | High | Lower trading volumes for this specific ticker can make exiting large positions more costly. |
| Business/sector quality | Medium | Many holdings are in emerging industries that may lack long-term profitability records. |
Risk Analysis
Volatility
CCSO exhibits higher-than-average historical volatility due to its narrow thematic focus and high concentration in emerging growth technologies.
Market Risk
The fund is highly sensitive to macroeconomic shifts, particularly interest rates which influence the capital-intensive projects of its holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology and Software Solutions | 35 | These companies provide the digital infrastructure and energy management tools essential for climate efficiency. |
| Sector | Industrials and Clean Manufacturing | 30 | These holdings represent companies building the physical machinery and systems for renewable energy production. |
| Sector | Utilities and Renewable Infrastructure | 25 | Exposure to companies transitioning from fossil-fuel reliance to clean power generation is central to the fund's thesis. |
| Cash/collateral | Cash and Cash Equivalents | 10 | This small liquidity buffer is held to manage fund inflows, outflows, and daily operational requirements. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 2.69% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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