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SGI Enhanced Global Income ETF (GINX)



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Upturn Advisory Summary
08/14/2025: GINX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
SGI Enhanced Global Income ETF
ETF Overview
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.
Reputation and Reliability
Information about the issuer's reputation and reliability not available.
Management Expertise
Information about the management's expertise is not available.
Investment Objective
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
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.
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 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.

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