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GINX
Upturn stock ratingUpturn stock rating

SGI Enhanced Global Income ETF (GINX)

Upturn stock ratingUpturn stock rating
$29.12
Last Close (24-hour delay)
Profit since last BUY5.74%
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Consider higher Upturn Star rating
BUY since 41 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: GINX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -6.79%
Avg. Invested days 51
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 23.74 - 28.09
Updated Date 06/30/2025
52 Weeks Range 23.74 - 28.09
Updated Date 06/30/2025

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SGI Enhanced Global Income ETF

stock logo

ETF Overview

overview logo Overview

The SGI Enhanced Global Income ETF is designed to provide investors with a high level of current income by investing in a diversified portfolio of income-producing securities from around the world. It aims to enhance returns through active management and strategic allocation.

reliability logo Reputation and Reliability

Information about the issuer's reputation and reliability not available.

reliability logo Management Expertise

Information about the management's expertise is not available.

Investment Objective

overview logo Goal

To provide a high level of current income.

Investment Approach and Strategy

Strategy: Actively managed, focusing on income-producing securities globally.

Composition Includes a mix of stocks, bonds, and potentially other income-generating assets from various countries.

Market Position

Market Share: Market share data for SGI Enhanced Global Income ETF is not available.

Total Net Assets (AUM): AUM data not available.

Competitors

overview logo Key Competitors

  • VYM
  • SCHD
  • DVY

Competitive Landscape

The ETF income market is highly competitive, with several established players. Competitors offer different geographical or sector focuses. Without specific details on SGI, it's hard to provide advantages/disadvantages. However, actively managed could lead to higher gains if it performs better than its competitors or poor performance if it performs worse than its competitors.

Financial Performance

Historical Performance: Historical performance data not available.

Benchmark Comparison: Benchmark comparison data not available.

Expense Ratio: Expense ratio data not available.

Liquidity

Average Trading Volume

Average trading volume data is not available to assess the ETF's liquidity.

Bid-Ask Spread

Bid-ask spread details are not available; therefore, cost of trading the ETF is unknown.

Market Dynamics

Market Environment Factors

Global economic conditions, interest rates, and geopolitical events influence the ETF's holdings and income generation.

Growth Trajectory

Growth trends and patterns of the ETF, including changes to strategy and holdings, are not available.

Moat and Competitive Advantages

Competitive Edge

Without more specific information about SGI's investment methodology, sources of alpha, or niche holdings, it is hard to determine its competitive edge. For example, it may be in its active management, specific sector, or geographic exposure. It could also be due to the fund's overall yield versus risk adjusted returns or the fund being exposed to less volatility. It may also be smaller in size, allowing for a nimbler approach.

Risk Analysis

Volatility

Volatility data not available.

Market Risk

The ETF is exposed to market risks inherent in its underlying assets, including equity market fluctuations, interest rate changes (for bond holdings), and currency risks (for international holdings).

Investor Profile

Ideal Investor Profile

Investors seeking current income, diversification, and global exposure. Investors who are also interested in active management may find this attractive.

Market Risk

Suitable for long-term investors seeking income, but less appropriate for active traders due to potential liquidity concerns. Could be suitable for investors seeking income from global markets.

Summary

The SGI Enhanced Global Income ETF seeks to provide high current income through global income-producing securities. It is actively managed, which could lead to either higher returns or poor performance when compared with passively managed competitors. Its performance is dependent on the skill of the fund managers and the overall market dynamics. Investors should carefully evaluate the ETF's strategy, risk factors, and fees before investing. Additional, investors should monitor its performance, liquidity and holdings before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF provider website (if available), SEC filings (if available), Financial news websites (if available)

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SGI Enhanced Global Income ETF

Exchange NASDAQ
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") and seeks to achieve its objective by (1) actively investing in global companies that offer dividend income and that trade on U.S. stock exchanges and (2) investing in options strategies that seek to generate current income. The fund uses an actively traded put and call options strategy that choose deep out-of-the-money strike prices generally expiring within 1-7 days to generate income.