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Tidal Trust II (LFGY)



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Upturn Advisory Summary
08/14/2025: LFGY (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 12.78% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.13 - 41.96 | Updated Date 06/6/2025 |
52 Weeks Range 26.13 - 41.96 | Updated Date 06/6/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
Tidal Trust II is a platform that offers a variety of ETFs, each with its own specific focus, sector, asset allocation, and investment strategy. It provides access to diverse investment opportunities through different underlying ETFs.
Reputation and Reliability
Tidal Trust II benefits from its experienced team and has a solid reputation as an ETF provider known for its innovative products.
Management Expertise
The management team is composed of seasoned professionals with deep experience in financial markets and investment management.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Tidal Trust II platform, aiming for capital appreciation, income generation, or tracking a specific benchmark.
Investment Approach and Strategy
Strategy: The strategy employed varies across different ETFs within the platform, ranging from tracking specific indexes to actively managed strategies focused on specific sectors or asset classes.
Composition The composition of assets varies significantly across different ETFs within the Tidal Trust II platform, including stocks, bonds, commodities, and derivatives.
Market Position
Market Share: Varies depending on the specific ETF within Tidal Trust II. Data not readily available for the entire Tidal Trust II platform as a single entity.
Total Net Assets (AUM): Varies depending on the specific ETF within Tidal Trust II. Data not readily available for the entire Tidal Trust II platform as a single entity.
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive, with many established players offering similar products. The advantages of Tidal Trust II depend on the individual ETF's strategy and execution. Some possible disadvantages might be less name recognition than larger competitors.
Financial Performance
Historical Performance: Historical performance varies significantly based on the individual ETF within Tidal Trust II.
Benchmark Comparison: Benchmark comparison is relevant for those ETFs designed to track an index. It depends on the specific ETF within Tidal Trust II.
Expense Ratio: Expense ratio varies depending on the specific ETF within Tidal Trust II.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF within Tidal Trust II, some may have high liquidity while others may not.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF within Tidal Trust II and it can be very wide for lower volume funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions significantly impact the performance of the ETFs within Tidal Trust II.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within Tidal Trust II, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Tidal Trust II's competitive edge depends on each individual ETF they offer and the investment strategy applied. Some funds may have a unique market focus or specialized investment strategy, giving them a competitive advantage. Innovation in product development also helps distinguish Tidal Trust II from more generic offerings. However, the platform business model means their advantage heavily relies on the success of the underlying ETFs.
Risk Analysis
Volatility
Volatility depends on the specific ETF within Tidal Trust II and its underlying assets.
Market Risk
Market risk varies based on the underlying assets and investment strategy of the specific ETF within Tidal Trust II.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF within Tidal Trust II, which can be a range of investors, from risk-averse to aggressive.
Market Risk
Suitability depends on the specific ETF within Tidal Trust II, accommodating various investment styles.
Summary
Tidal Trust II offers a range of ETFs with diverse investment objectives and strategies, catering to a variety of investor profiles. Its strength lies in its ability to offer innovative and specialized ETFs managed by experienced professionals. However, its success is reliant on the individual performance of each ETF. Investors should carefully evaluate the specific ETF's objectives, risks, and costs before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
Data provided is for informational purposes only and should not be considered investment advice. Performance data is historical and does not guarantee future results. Market share data may vary depending on the source and methodology.
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 Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund"s strategy involves constructing a portfolio of U.S.-listed equity securities of Crypto Industry and Technology Companies (each, an "underlying security") (the "equity strategy") and generating income through an options portfolio (the "options strategies"), which involve using options contracts on underlying securities and/or Crypto Industry and Technology ETFs. 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.