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CGRO
Upturn stock rating

CoreValues Alpha Greater China Growth ETF (CGRO)

Upturn stock rating
$30.4
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

10/24/2025: CGRO (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 7.79%
Avg. Invested days 64
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

Tidal Trust II

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Information on the issuer's reputation and reliability is not readily available. More research is needed.

reliability logo Management Expertise

Information on the management expertise is not readily available. More research is needed.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.