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Upturn AI SWOT - About
Elevation Series Trust (DIVZ)
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Upturn Advisory Summary
10/24/2025: DIVZ (1-star) is a SELL. SELL since 4 days. Simulated Profits (8.76%). Updated daily EoD!
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 14.7% | Avg. Invested days 77 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 29.14 - 34.86 | Updated Date 06/29/2025 |
52 Weeks Range 29.14 - 34.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
ETF Overview
Overview
Elevation Series Trust is a hypothetical ETF focusing on disruptive technology companies, aiming for capital appreciation. It targets companies with high growth potential through innovation and technological advancements.
Reputation and Reliability
Hypothetical: Assumed to be a reputable issuer with a strong track record in managing thematic ETFs.
Management Expertise
Hypothetical: Assumed to have a management team with extensive experience in technology investing and ETF management.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in disruptive technology companies.
Investment Approach and Strategy
Strategy: The ETF actively selects companies believed to be at the forefront of technological innovation, rather than tracking a broad market index.
Composition Primarily comprised of stocks in sectors such as artificial intelligence, cloud computing, fintech, biotechnology, and renewable energy.
Market Position
Market Share: Hypothetical: Detail depends on its size and performance relative to competitors in the disruptive technology ETF space.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- ARKW
- BOTZ
- QQQ
- SMH
- XT
Competitive Landscape
The disruptive technology ETF market is highly competitive, with many funds vying for investor capital. ELEV aims to differentiate itself through a specific stock-picking strategy but faces competition from larger, more established players with greater brand recognition and lower expense ratios. Its advantage could be a more concentrated portfolio or a superior selection process. A disadvantage could be higher volatility due to its focused approach.
Financial Performance
Historical Performance: Hypothetical performance. Annual Returns: [10.5, 22.3, -5.1, 15.8, 28.0]
Benchmark Comparison: Hypothetical: ELEV would ideally outperform a broad technology benchmark like QQQ during periods of high growth, but underperform during market downturns.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is hypothetical but assume it is liquid enough with 100000.
Bid-Ask Spread
The bid-ask spread, assuming a moderate level of liquidity, is hypothetically around $0.05.
Market Dynamics
Market Environment Factors
The ETF's performance is significantly influenced by economic growth, interest rates, technological advancements, and investor sentiment towards high-growth stocks.
Growth Trajectory
Hypothetical: Assuming strong performance, the AUM could grow rapidly. Potential changes might include adjusting sector allocations based on emerging technological trends.
Moat and Competitive Advantages
Competitive Edge
ELEV differentiates itself through a focused approach on innovative and high-growth technology stocks. The management employs a stock selection strategy that emphasizes identifying companies with strong growth potential and competitive advantages. This focused approach can lead to higher returns during favorable market conditions but also expose investors to increased volatility. The portfolio will focus on high-growth and leading-edge technology, setting it apart from some broad technology ETFs.
Risk Analysis
Volatility
Hypothetical: ELEV is expected to exhibit higher volatility compared to broad market ETFs due to its concentration in the technology sector.
Market Risk
The ETF is exposed to market risk, sector-specific risk, and the risk associated with investing in growth stocks, which can be more sensitive to economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking capital appreciation through exposure to disruptive technologies and is comfortable with higher levels of risk.
Market Risk
Suitable for long-term investors who believe in the growth potential of technology but are willing to tolerate significant price fluctuations.
Summary
Elevation Series Trust is designed to provide exposure to the innovative and high-growth technology sectors. The ETF will appeal to investors seeking capital appreciation through exposure to disruptive technologies and innovation. However, investors should be prepared for potentially higher volatility due to the ETF's focused investment strategy. ELEV actively selects companies believed to be at the forefront of technological advancement and requires a long-term investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general knowledge of the ETF market.
Disclaimers:
This is a hypothetical analysis based on limited information. Actual ETF performance may vary significantly.
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 Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
Exchange NYSE ARCA | 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 purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs).
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.