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CoreValues Alpha Greater China Growth ETF (CGRO)

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Upturn Advisory Summary
10/24/2025: CGRO (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 7.79% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 17.51 - 28.50 | Updated Date 06/30/2025 |
52 Weeks Range 17.51 - 28.50 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
The CoreValues Alpha Greater China Growth ETF aims to provide investors with exposure to companies based in Greater China (China, Hong Kong, and Taiwan) that exhibit strong growth potential and are expected to benefit from the region's economic expansion.
Reputation and Reliability
Information on the issuer's reputation and reliability is not readily available. More research is needed.
Management Expertise
Information on the management expertise is not readily available. More research is needed.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies located in Greater China that demonstrate significant growth potential.
Investment Approach and Strategy
Strategy: The fund likely employs a strategy focused on identifying companies with strong growth prospects in the Greater China region, potentially using fundamental analysis and sector-specific research.
Composition The ETF's holdings likely consist primarily of stocks of companies located in Greater China. Sector allocation would depend on the fund's investment strategy and market opportunities.
Market Position
Market Share: Market share data for the CoreValues Alpha Greater China Growth ETF is not readily available.
Total Net Assets (AUM): Total Net Assets (AUM) data is not readily available.
Competitors
Key Competitors
- MCHI
- ASHR
- CXSE
- KWEB
Competitive Landscape
The Greater China ETF market is competitive, with established players like MCHI and ASHR holding significant market share. The CoreValues ETF would need to differentiate itself through unique stock-picking strategies, lower fees, or specific sector focuses to attract investors. Advantages may be its stock selections if successful, a disadvantage is that without more market information, it would be hard to compete with the larger ETF's.
Financial Performance
Historical Performance: Historical performance data for the CoreValues Alpha Greater China Growth ETF is not readily available.
Benchmark Comparison: Benchmark comparison data is not readily available.
Expense Ratio: Expense ratio data is not readily available.
Liquidity
Average Trading Volume
Average trading volume data for this ETF is currently unavailable, making an assessment of liquidity impossible.
Bid-Ask Spread
The Bid-ask spread is unavailable for this ETF due to lack of information.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth, and market conditions in Greater China would significantly impact the fund. Regulatory changes and geopolitical factors also play a role.
Growth Trajectory
The growth trajectory depends on the fund's investment strategy, stock selections, and the overall economic performance of the Greater China region. Changes to strategy and holdings would be dependent on how the market shifts.
Moat and Competitive Advantages
Competitive Edge
Without more information, it is difficult to determine CoreValues Alpha Greater China Growth ETFu2019s competitive advantages. Potential advantages could include a unique stock selection process, a focus on specific sectors within Greater China, or a lower expense ratio than its competitors. The ETF may also have a competitive edge if it can effectively identify and invest in high-growth companies that are undervalued by the market. Superior management and a niche market focus could further enhance its competitive positioning.
Risk Analysis
Volatility
Volatility data for CoreValues Alpha Greater China Growth ETF is not readily available.
Market Risk
Investing in Greater China involves market risk due to economic fluctuations, regulatory changes, and geopolitical factors. Specific risks related to the underlying assets depend on the fund's sector allocation and individual stock holdings.
Investor Profile
Ideal Investor Profile
The ideal investor would be someone seeking long-term capital appreciation and willing to accept the risks associated with investing in Greater China. Investors should be familiar with emerging market dynamics and have a higher risk tolerance.
Market Risk
This ETF may be suitable for long-term investors seeking growth potential in the Greater China region. Active traders might also use it to capitalize on short-term market movements, but it's primarily designed for long-term investment.
Summary
The CoreValues Alpha Greater China Growth ETF aims to provide exposure to high-growth companies in Greater China. Key factors that will determine its success include its ability to identify and invest in promising companies, manage risk effectively, and maintain a competitive expense ratio. Investors should carefully consider their risk tolerance and investment objectives before investing in this ETF. More information is needed to evaluate the fund's management expertise, historical performance, and market positioning accurately. The ETF's future performance depends heavily on the economic and political environment of Greater China.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Data may be outdated.
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 Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of companies operating in high-growth sectors in Greater China, which includes mainland China, Taiwan, and China"s special administrative regions, such as Hong Kong. The fund is non-diversified.

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.
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