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
Capitol Series Trust (HTUS)
- 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
10/10/2025: HTUS (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 29.13% | Avg. Invested days 71 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 27.50 - 40.66 | Updated Date 06/29/2025 |
52 Weeks Range 27.50 - 40.66 | Updated Date 06/29/2025 |
Upturn AI SWOT
Capitol Series Trust
ETF Overview
Overview
Capitol Series Trust is a platform offering various ETFs focusing on specific investment strategies and market sectors.
Reputation and Reliability
The issuer's reputation depends on the specific ETF within the Capitol Series Trust umbrella. Reliability varies based on individual fund performance and adherence to stated investment objectives.
Management Expertise
Management expertise is fund-specific within the Capitol Series Trust. Details on the management team are crucial for evaluating each ETF's potential.
Investment Objective
Goal
To provide investors with targeted exposure to specific market segments or investment strategies.
Investment Approach and Strategy
Strategy: The strategy depends on the specific ETF within the Capitol Series Trust. It could involve tracking an index, focusing on a sector, or employing a specific investment methodology.
Composition The composition varies widely based on the specific ETF. It could include stocks, bonds, or other assets.
Market Position
Market Share: Market share is highly dependent on the specific ETF within the Capitol Series Trust platform and its target sector.
Total Net Assets (AUM): AUM varies significantly across the different ETFs within the Capitol Series Trust.
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive. Capitol Series Trust faces competition from established ETF providers with greater AUM and brand recognition. Its success depends on offering differentiated investment strategies or superior performance within niche sectors. Capital Series Trust's disadvantages include lower AUM and brand recognition compared to competitors like SPY, IVV and VOO.
Financial Performance
Historical Performance: Historical performance data is fund-specific within the Capitol Series Trust. Review individual ETF fact sheets for performance metrics.
Benchmark Comparison: Benchmark comparison is fund-specific. Each ETF should be compared to its relevant benchmark.
Expense Ratio: Expense ratios vary depending on the specific ETF within the Capitol Series Trust.
Liquidity
Average Trading Volume
Average trading volume is fund-specific; refer to each ETF's information page for details on trading volume.
Bid-Ask Spread
The bid-ask spread will vary based on the ETF's liquidity and trading activity, which can be found on the ETF's information page.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions will impact individual ETFs within the Capitol Series Trust differently, depending on their specific focus.
Growth Trajectory
Growth trends and patterns vary by fund. Track individual ETF performance and holdings for changes.
Moat and Competitive Advantages
Competitive Edge
Capitol Series Trust's competitive advantage would lie in identifying and capitalizing on niche market segments or offering unique investment strategies not readily available through larger ETF providers. If an ETF within the series specializes in a rapidly growing but underserved market, it can establish a strong presence and attract investors. The success of an ETF will depend on the manager's expertise in managing risk and generating returns within that specific niche. Further, if the ETF's underlying expenses are lower compared to competitors, that would provide it a competitive edge.
Risk Analysis
Volatility
Volatility varies by fund based on its underlying assets and investment strategy.
Market Risk
Market risk is fund-specific and related to the underlying assets. Sector-specific ETFs are exposed to sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF's investment focus. Investors seeking targeted exposure to a particular sector or strategy.
Market Risk
Suitability depends on the individual ETF. Some funds may be suitable for long-term investors, while others are better suited for active traders.
Summary
Capitol Series Trust is a platform that offer a range of ETFs targeting specific investment strategies and sectors. Investors should carefully evaluate the objectives, holdings, and risks of each individual ETF. Individual ETF performance is influenced by its specific strategy, sector dynamics, and overall market conditions. AUM for each ETF varies across the series, so analyzing individual ETF fact sheets are essential to making informed investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified 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 Capitol Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund's sub-adviser seeks to achieve its investment objective, by using various proprietary analytical investment models that examine current and historical market data to attempt to predict the performance of the S&P 500® Index, a widely recognized benchmark of U.S. stock market performance that is composed primarily of large-capitalization U.S. issuers. The Sub-Adviser implements the fund"s S&P 500® investment strategy by taking positions in one or more ETFs that seek to track the performance of the S&P 500® (each an "S&P 500®-related ETF").
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.