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
Level Four Large Cap Growth Active ETF (LGRO)
- 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: LGRO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.87% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.49 - 36.96 | Updated Date 06/30/2025 |
52 Weeks Range 27.49 - 36.96 | Updated Date 06/30/2025 |
Upturn AI SWOT
Level Four Large Cap Growth Active ETF
ETF Overview
Overview
Level Four Large Cap Growth Active ETF aims to achieve long-term capital appreciation by investing primarily in large-cap U.S. growth stocks, selected through active management.
Reputation and Reliability
Assuming Level Four Asset Management is a reputable firm (Hypothetical), the issuer would be assessed based on its history of ETF management and regulatory compliance.
Management Expertise
The management team's expertise would be evaluated based on their experience in active large-cap growth investing.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed portfolio of large-cap U.S. growth stocks.
Composition Primarily stocks of large-cap companies exhibiting growth characteristics.
Market Position
Market Share: Assuming Level Four Large Cap Growth Active ETF is a newer ETF, its market share would be relatively small.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- VUG
- IWF
- MGK
- SCHG
Competitive Landscape
The large-cap growth ETF market is highly competitive. Level Four Large Cap Growth Active ETF's success depends on its ability to outperform established index-tracking ETFs like VUG and IWF. Advantages could include superior stock selection by its active management, while disadvantages include higher expense ratios and potential underperformance.
Financial Performance
Historical Performance: Historical performance data (hypothetical): 1-year return: 15.0%, 3-year return: 12.0%, 5-year return: 14.0%.
Benchmark Comparison: Performance needs to be compared against a benchmark like the Russell 1000 Growth Index.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
Assuming moderate AUM, the average trading volume would be around 50,000 shares daily.
Bid-Ask Spread
The bid-ask spread would likely be around $0.03, depending on trading volume and market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards growth stocks influence the ETF's performance.
Growth Trajectory
Active management allows for adjusting holdings based on changing market conditions and company-specific factors.
Moat and Competitive Advantages
Competitive Edge
Level Four Large Cap Growth Active ETF may differentiate itself through a proprietary stock selection process, focusing on companies with sustainable competitive advantages. Active management allows for dynamic portfolio adjustments in response to changing market conditions. Superior management expertise, if proven, can justify higher expense ratios. Niche market focus within large cap might include a focus on a specific business model (SaaS, for example).
Risk Analysis
Volatility
Volatility is expected to be moderate to high, given its focus on growth stocks.
Market Risk
Market risk includes potential downturns affecting growth stocks and general economic uncertainty.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation and willing to accept higher risk in exchange for potentially higher returns.
Market Risk
Suitable for long-term investors seeking growth exposure but not ideal for passive index followers due to active management.
Summary
Level Four Large Cap Growth Active ETF offers exposure to large-cap U.S. growth stocks through active management. Its success hinges on outperforming passive benchmarks and justifying its higher expense ratio. Investors should consider their risk tolerance and investment goals before investing. The fund's performance is susceptible to market conditions and the manager's stock-picking abilities. A new fund such as this has no track record, making analysis more challenging.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on market averages
- ETF.com
- Morningstar
Disclaimers:
This is a hypothetical analysis. Actual performance may vary. Consult a financial advisor before investing. Market share data is illustrative.
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 Level Four Large Cap Growth Active ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in equity securities of carefully selected, high-quality U.S. companies. The fund invests primarily in the domestic equity securities of companies selected by Level Four Capital Management, LLC for their growth potential within various market sectors.
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.