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Upturn AI SWOT - About
Nicholas Global Equity and Income ETF (GIAX)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/14/2025: GIAX (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 8.72% | Avg. Invested days 44 | 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 13.37 - 17.76 | Updated Date 06/28/2025 |
52 Weeks Range 13.37 - 17.76 | Updated Date 06/28/2025 |
Upturn AI SWOT
Nicholas Global Equity and Income ETF
ETF Overview
Overview
The Nicholas Global Equity and Income ETF seeks to provide a combination of current income and long-term capital appreciation by investing in a diversified portfolio of global equities and fixed income securities.
Reputation and Reliability
Information regarding the issuer's reputation and reliability are currently unavailable.
Management Expertise
Information regarding the management team's experience and expertise are currently unavailable.
Investment Objective
Goal
To provide a combination of current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF invests in global equities and fixed-income securities.
Composition The ETF holds a mix of global stocks and bonds from various sectors and countries.
Market Position
Market Share: Data on the specific market share of this ETF is currently unavailable.
Total Net Assets (AUM): Data on total net assets is currently unavailable.
Competitors
Key Competitors
Competitive Landscape
Without details on key competitors, providing a competitive landscape analysis is not possible.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: Comparison to a benchmark is unavailable.
Expense Ratio: Data on the expense ratio is unavailable.
Liquidity
Average Trading Volume
Information on the average trading volume is not available.
Bid-Ask Spread
Information on the bid-ask spread is not available.
Market Dynamics
Market Environment Factors
Analysis of economic indicators and market conditions affecting the ETF is unavailable due to lack of specific data.
Growth Trajectory
Highlighting growth trends is not possible without information on strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Without detailed information on the ETF's investment strategy, management, or niche market focus, a description of its competitive advantages is not possible.
Risk Analysis
Volatility
Assessment of volatility is unavailable.
Market Risk
Specific risks associated with the ETF's underlying assets cannot be discussed without knowledge of its holdings.
Investor Profile
Ideal Investor Profile
Determining the ideal investor profile is not possible without more fund information.
Market Risk
Suitability cannot be determined without fund information.
Summary
Without specific information on its holdings, performance, and strategy, providing a comprehensive summary of the Nicholas Global Equity and Income ETF is impossible.
Peer Comparison
Sources and Disclaimers
Data Sources:
- FactSet
- Morningstar
- Company Filings (where available)
Disclaimers:
The data provided is based on available information and may not be complete. Investment decisions should be made based on thorough research and consultation with a financial advisor.
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 Nicholas Global Equity and Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund"s strategy includes two components: (i) holding shares of unaffiliated passively managed ETFs that seek to provide exposure to a range of global equity securities ("Index ETFs") and (ii) selling daily index credit call spreads ("Index Call Spreads") on one or more US equity indices. 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.