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Upturn AI SWOT - About
Series Portfolios Trust (CLOX)
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Upturn Advisory Summary
07/17/2025: CLOX (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 8.97% | Avg. Invested days 194 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.89 - 25.71 | Updated Date 06/30/2025 |
52 Weeks Range 23.89 - 25.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
Series Portfolios Trust
ETF Overview
Overview
Series Portfolios Trust is a fund family encompassing various ETFs, each with a specific investment focus, such as dividend strategies, sector-specific exposure, or thematic investing. Asset allocation and investment strategy vary significantly across the different ETFs within the trust.
Reputation and Reliability
Information regarding the specific issuer and their track record in the market would be needed to make an assessment of their reputation and reliability.
Management Expertise
Information regarding the specific issuer and the experience and expertise of the management team responsible for the ETF would be needed to make an assessment.
Investment Objective
Goal
The primary investment goal varies across the ETFs within the Series Portfolios Trust, depending on the specific fund's focus.
Investment Approach and Strategy
Strategy: The strategy varies; some ETFs may track a specific index, while others may employ active management strategies focused on specific sectors or themes.
Composition The asset composition varies greatly depending on the specific ETF within the trust. It can include stocks, bonds, or a mix, depending on the fund's stated investment objective.
Market Position
Market Share: Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Total Net Assets (AUM): Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Competitors
Key Competitors
Competitive Landscape
Without a specific ETF named under Series Portfolios Trust, a competitive landscape analysis is impossible to complete. The competitive landscape varies significantly depending on the investment objective of the specific ETF being considered. To proceed a specific ETF under this Trust would need to be provided.
Financial Performance
Historical Performance: Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Benchmark Comparison: Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Expense Ratio: Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Liquidity
Average Trading Volume
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust; liquidity is dependent on the specific fund and its assets.
Bid-Ask Spread
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust; bid-ask spreads are dependent on the specific fund and its assets.
Market Dynamics
Market Environment Factors
Without specifying a specific ETF under Series Portfolios Trust, the effects of economic indicators, sector growth, and market conditions cannot be assessed.
Growth Trajectory
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust; growth trajectory varies based on specific fund investment strategy.
Moat and Competitive Advantages
Competitive Edge
Specific competitive advantages depend on the individual ETFs within Series Portfolios Trust. Some might focus on unique investment themes, while others may have lower expense ratios. Each ETF should be evaluated on its own merits. The Trust's overall competitive edge depends on the strength and performance of its individual ETFs.
Risk Analysis
Volatility
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Market Risk
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust.
Investor Profile
Ideal Investor Profile
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust; ideal investor profile varies across different fund strategies.
Market Risk
Data unavailable without specifying a specific ETF under the umbrella of Series Portfolios Trust; suitability depends on the specific ETF investment objectives and risk tolerance.
Summary
Series Portfolios Trust is a fund family offering various ETFs with diverse investment objectives and strategies. Analysis and ratings for this trust would require identifying a specific ETF within it, as investment goals, market position, and performance metrics vary. Each fund should be examined separately to assess its suitability and potential risks. To assess the Trust more information is required such as a ticker or name of a Series Portfolios Trust fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General ETF information resources.
Disclaimers:
This analysis is based on publicly available information and general knowledge of the ETF market. Specific data requires further detailed research once a specific ETF name is provided.
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 Series Portfolios Trust
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 pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings made for investment purposes) in collateralized loan obligations ("CLOs") that are rated, at the time of purchase, AAA or an equivalent rating by a nationally recognized statistical rating organization ("NRSRO") (or, if unrated, securities deemed by the adviser to be of comparable quality). 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.
