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- Upturn Summary
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Upturn AI Summary
WEBs Defined Volatility QQQ ETF(DVQQ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DVQQ
11/13/2026: DVQQ (3-star) is currently NOT-A-BUY. Pass it for now.
DVQQ offers exposure to the Nasdaq-100 index integrated with an active volatility-management strategy. Its primary strength lies in its automated approach to reducing downside risk, which is valuable for growth-oriented investors concerned about market turbulence. It serves as a defensive, yet growth-focused, portfolio component. Key risks include higher expense ratios compared to passive index funds and potential performance lag during strong, low-volatility rallies. It is best suited for risk-aware investors looking to balance large-cap tech growth with systematic volatility protection.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The hedging strategy may cap upside potential during strong market rallies. |
| Momentum investor | Strong fit while signal remains positive | The systematic approach may capture momentum while protecting against trend reversals. |
| Value investor | Weak fit | The fund focuses on Nasdaq-100 growth stocks rather than undervalued securities. |
| Dividend/Income investor | Weak fit | The strategy is oriented toward capital appreciation and risk mitigation rather than dividend generation. |
| Low-risk investor | Medium fit | It offers risk mitigation, but remains exposed to the high volatility inherent in Nasdaq-100 stocks. |
Investor Profile
Ideal Investor Profile
Investors seeking growth exposure to the Nasdaq-100 who are concerned about potential market volatility and prefer a systematic, automated hedge.
Suitability
Best for long-term investors or tactical allocators who value risk management over absolute index replication.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is designed to dampen, but not eliminate, market volatility. |
| Market risk | High | It remains heavily invested in the equity market and is subject to systemic risk. |
| Concentration | High | Heavy exposure to the tech-focused Nasdaq-100 index increases sector-specific risk. |
| Tracking/expense | Medium | Active hedging strategies involve costs that can detract from long-term performance relative to a pure index. |
| Liquidity | Medium | Lower trading volume than major index ETFs can lead to higher execution costs. |
| Business/sector quality | High | The reliance on a specific index means the quality of the underlying tech sector is paramount. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund experiences moderate volatility as its active overlay acts as a stabilizer rather than a total neutralizer.
Market Risk
As a Nasdaq-100 tracker, it is subject to the concentration risks and price fluctuations of the technology and communications sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Stock | Nasdaq-100 Index Constituents | 90 | The fund maintains significant exposure to large-cap, growth-oriented technology companies found in the QQQ index. |
| Derivatives | Volatility Hedges/Options | 8 | Derivative instruments are used to systematically hedge against spikes in market volatility. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Small cash reserves are held for operational liquidity and collateral requirements for derivative positions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 23.89% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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