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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
08/14/2025: 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 -3.39% | Avg. Invested days 41 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 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) seeks to provide long-term capital appreciation by investing in U.S. companies addressing climate change. It focuses on companies with a positive impact on climate solutions while avoiding investments in fossil fuel reserves.
Reputation and Reliability
Tidal ETF Trust is a relatively new issuer, so their reputation is still developing. Their reliability depends on adherence to the stated investment strategy.
Management Expertise
The management team's expertise is focused on sustainable investing and environmental impact, influencing their investment decisions.
Investment Objective
Goal
To seek long-term capital appreciation by investing in U.S. companies that are developing climate change solutions.
Investment Approach and Strategy
Strategy: CCSO uses a rules-based methodology to select and weight companies based on their positive climate impact, excluding those involved in fossil fuels.
Composition Primarily invests in U.S. equities. Sector allocation is skewed towards sectors that promote a sustainable economy.
Market Position
Market Share: CCSO has a niche market share within the broader ESG and climate-focused ETF space.
Total Net Assets (AUM): 18100000.0
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
- ACES
Competitive Landscape
The competitive landscape is moderately intense, with several established ESG and clean energy ETFs. CCSO differentiates itself by focusing explicitly on companies providing climate solutions and avoiding fossil fuel exposure. This targeted approach gives CCSO a competitive edge among investors prioritizing direct climate impact. However, larger, more diversified ESG funds have greater AUM and liquidity.
Financial Performance
Historical Performance: Performance data is limited due to the ETF's relatively young age; historical performance should be viewed in the context of prevailing market conditions and the performance of its selected climate-solution stocks.
Benchmark Comparison: The ETF's performance should be compared against broader market indices like the S&P 500 and specific clean energy or ESG benchmarks to evaluate its effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is relatively low, which can impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread may be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators affecting renewable energy adoption, government regulations supporting green initiatives, and investor sentiment towards ESG investments can influence CCSO's performance.
Growth Trajectory
Growth depends on the increasing demand for climate solutions, the expansion of renewable energy industries, and continued investor interest in sustainable investing.
Moat and Competitive Advantages
Competitive Edge
CCSO's competitive edge lies in its stringent focus on companies actively providing climate solutions and its exclusion of fossil fuel companies. This distinct approach differentiates it from broader ESG funds. It attracts investors specifically seeking to align their investments with climate goals. The ETF's clear investment strategy and mission-driven focus contribute to its competitive advantage.
Risk Analysis
Volatility
CCSO may exhibit higher volatility compared to broader market ETFs due to its concentrated focus on specific sectors related to climate solutions.
Market Risk
Market risk includes factors like changes in government policies, technological advancements in renewable energy, and fluctuations in the demand for clean energy solutions.
Investor Profile
Ideal Investor Profile
The ideal investor is environmentally conscious and seeks long-term capital appreciation through investments in companies directly addressing climate change. It suits investors who value sustainable investing and are willing to accept potentially higher volatility for climate impact.
Market Risk
CCSO is suitable for long-term investors who align with ESG principles. It is not best for active traders looking for short-term gains due to its niche focus and potential illiquidity.
Summary
The Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) offers investors a targeted approach to sustainable investing by focusing on companies providing climate solutions. While it has a relatively short track record, its competitive advantage lies in its strict avoidance of fossil fuels and dedication to climate-positive investments. Investors should consider its niche focus and potential for higher volatility. CCSO appeals to environmentally conscious investors seeking long-term capital appreciation through sustainable investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- etf.com
- morningstar.com
- carboncollectiveetf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary.
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.
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