Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Pinnacle Focused Opportunities ETF (FCUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: FCUS (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 13.34% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.52 - 34.47 | Updated Date 06/29/2025 |
52 Weeks Range 19.52 - 34.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
Pinnacle Focused Opportunities ETF
ETF Overview
Overview
The Pinnacle Focused Opportunities ETF is a passively managed fund that aims to track the investment results of an index composed of approximately 20 to 35 of the fundu2019s research teamu2019s highest conviction equity ideas, primarily composed of U.S. equities.
Reputation and Reliability
Pinnacle Asset Management is a smaller firm; reliability information is limited compared to larger issuers. Further research is recommended.
Management Expertise
Information on specific management expertise for this ETF is limited and requires further investigation.
Investment Objective
Goal
To track the investment results of an index composed of the fundu2019s research teamu2019s highest conviction equity ideas.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy seeking to replicate the index's performance.
Composition Primarily U.S. equities, concentrated in a small number of holdings.
Market Position
Market Share: Limited data available. Due to the ETF's specificity and limited AUM, its overall market share within the broader equity ETF market is very small.
Total Net Assets (AUM):
Competitors
Key Competitors
- ARKK
- IWO
- QQQ
Competitive Landscape
The competitive landscape is dominated by broader market ETFs like QQQ and actively managed high-growth ETFs like ARKK. Pinnacle Focused Opportunities ETF is a niche player. Its concentrated portfolio may offer higher potential returns but also higher risk compared to diversified ETFs. Lack of readily available data and brand recognition are disadvantages.
Financial Performance
Historical Performance: Historical performance data is not available, requiring further research.
Benchmark Comparison: Due to limited readily available data, benchmark comparison is difficult at this time.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is unavailable, necessitating further research to assess the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread information is not readily available; further investigation is needed to determine the trading cost.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends can impact the ETF's performance. Specific sectors will be defined by the holdings.
Growth Trajectory
Growth trajectory depends on the selection of high-conviction equities and the overall market performance. Due to its small size, any significant inflows/outflows could significantly impact the ETF.
Moat and Competitive Advantages
Competitive Edge
The ETF's concentrated portfolio based on high-conviction ideas could potentially generate alpha. Its focused approach allows for potentially higher returns compared to diversified ETFs. However, the success hinges on the fund's research team's stock-picking abilities. This concentration also introduces higher risk and volatility. A lack of marketing materials or brand awareness is a limiting factor.
Risk Analysis
Volatility
Volatility is expected to be high due to the concentrated nature of the portfolio.
Market Risk
Market risk is tied to the underlying equity holdings and sector concentrations within the portfolio. Sector specific economic slowdowns may affect performance
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, seeks high growth potential, and understands the risks associated with a concentrated portfolio.
Market Risk
Better suited for investors with a long-term investment horizon and a high risk tolerance.
Summary
The Pinnacle Focused Opportunities ETF is a niche ETF with a concentrated portfolio of high-conviction equities. Its performance is highly dependent on the stock-picking abilities of the management team. The ETF's concentration results in higher volatility and risk compared to more diversified options. Due to its lack of readily available data, it warrants more research. It may appeal to investors seeking high growth potential and willing to accept significant risk, but limited information is available to make a full assessment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Accuracy of data cannot be guaranteed.
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 Pinnacle Focused Opportunities 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 exchange-traded fund ("ETF") that seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund"s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It 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.