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Upturn AI SWOT - About
Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF (CCSO)
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Upturn Advisory Summary
10/24/2025: CCSO (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 5.51% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.80 - 22.59 | Updated Date 06/29/2025 |
52 Weeks Range 16.80 - 22.59 | Updated Date 06/29/2025 |
Upturn AI SWOT
Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
ETF Overview
Overview
The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the Carbon Collective Climate Solutions Index, focusing on U.S. companies aligned with a low-carbon economy.
Reputation and Reliability
Tidal ETF Trust is an emerging issuer, but the fund's underlying strategy and index provider, Carbon Collective, has a clear focus on climate solutions investing.
Management Expertise
The management team brings expertise in the development and implementation of climate-focused investment strategies.
Investment Objective
Goal
The fund seeks long-term capital appreciation by investing in companies that are contributing to or aligned with solutions to climate change.
Investment Approach and Strategy
Strategy: CCSO tracks the Carbon Collective Climate Solutions Index, which is designed to identify and weight companies that are positioned to thrive in a low-carbon economy.
Composition The ETF primarily holds U.S. equity securities. The specific composition changes based on the index methodology, which focuses on companies contributing to climate solutions.
Market Position
Market Share: CCSOu2019s market share within the climate-focused ETF space is growing, but is still relatively small compared to broader ESG or clean energy ETFs.
Total Net Assets (AUM): 16188864
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- FAN
Competitive Landscape
The climate-focused ETF landscape is competitive, with many funds targeting clean energy or broader ESG mandates. CCSO differentiates itself by focusing specifically on companies aligned with climate solutions based on Carbon Collective's methodology. Advantages may include a more targeted climate impact, while disadvantages could be lower liquidity and smaller AUM compared to larger competitors.
Financial Performance
Historical Performance: The ETF's historical performance will vary depending on market conditions and the performance of its underlying holdings. This can be derived from past pricing data.
Benchmark Comparison: The ETF's performance should be compared to the Carbon Collective Climate Solutions Index to assess tracking error.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume of CCSO is moderate, which may impact execution costs for large trades.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume, reflecting the ease of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators, government policies supporting clean energy, and investor sentiment towards ESG factors all impact CCSO's performance.
Growth Trajectory
The fund's growth trajectory depends on increasing investor interest in climate solutions and the relative performance of its underlying holdings.
Moat and Competitive Advantages
Competitive Edge
CCSO's competitive advantage lies in its specific focus on climate solutions, leveraging Carbon Collective's proprietary methodology for identifying and weighting companies. This targeted approach may appeal to investors seeking a more direct climate impact. It stands apart from many broader ESG funds, offering a focused investment in companies addressing climate change. The low expense ratio for this area of focus may also draw investors.
Risk Analysis
Volatility
CCSO's volatility is expected to be similar to that of other equity ETFs, and particularly those focused on clean energy or growth stocks.
Market Risk
Market risk is inherent in equity investments. Sector-specific risks include regulatory changes impacting clean energy and shifts in technology.
Investor Profile
Ideal Investor Profile
CCSO is suited for investors seeking long-term capital appreciation, with a specific interest in companies contributing to climate solutions. It is appropriate for those who understand the risks and opportunities associated with the clean energy sector.
Market Risk
CCSO is more suitable for long-term investors or passive index followers given its narrow focus.
Summary
Carbon Collective Climate Solutions U.S. Equity ETF provides targeted exposure to companies actively participating in climate solutions. It is suitable for socially conscious investors looking for long-term growth potential. CCSO is a climate focused ETF that presents benefits for investors seeking targeted exposure with a reasonable expense ratio. Potential investors should consider CCSO's narrower sector-focused approach compared to broader ESG options.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Tidal ETF Trust
- Carbon Collective
- Bloomberg
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Market share data is based on the latest available information and may be subject to change.
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 Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
Exchange NASDAQ | 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 investing primarily in U.S.-listed equity securities of companies that, in the Sub-Adviser"s opinion, are primarily focused on building solutions to address climate change. It may invest in international companies, including those in emerging markets, through U.S. exchange-tradedADRs, however, they will not be considered U.S. equity securities for purposes of the fund"s 80% policy.
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.