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Level Four Large Cap Growth Active ETF (LGRO)

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Upturn Advisory Summary
12/05/2025: LGRO (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 30.34% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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
The Level Four Large Cap Growth Active ETF aims to achieve long-term capital appreciation by investing primarily in a diversified portfolio of large-cap U.S. growth stocks. It employs an active management strategy, seeking to outperform a benchmark index through stock selection and sector allocation. The ETF's focus is on companies with high growth potential, strong fundamentals, and innovative business models.
Reputation and Reliability
Information about the issuer's reputation and track record is unavailable without a specific issuer identified.
Management Expertise
Information about the management expertise is unavailable without a specific issuer identified.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy to identify and invest in large-cap U.S. growth stocks that the fund's managers believe have the potential to outperform the market.
Composition The ETF holds a portfolio of large-cap U.S. stocks selected based on growth characteristics. A specific breakdown is unavailable without a live ETF.
Market Position
Market Share: Data unavailable without a live ETF.
Total Net Assets (AUM): Data unavailable without a live ETF.
Competitors
Key Competitors
- VUG
- QQQ
- IWF
- SCHG
- MGK
Competitive Landscape
The large-cap growth ETF market is highly competitive, dominated by passively managed ETFs like VUG and QQQ. Active ETFs need to demonstrate consistent outperformance to justify their higher fees. The advantage of Level Four hinges on superior stock selection, which can be difficult to achieve consistently. Its disadvantage lies in higher expense ratios and potential underperformance compared to index funds.
Financial Performance
Historical Performance: Data unavailable without a live ETF.
Benchmark Comparison: Data unavailable without a live ETF.
Expense Ratio: Data unavailable without a live ETF.
Liquidity
Average Trading Volume
Data on the ETF's average trading volume is unavailable without a live ETF.
Bid-Ask Spread
Data on the ETF's bid-ask spread is unavailable without a live ETF.
Market Dynamics
Market Environment Factors
The performance of the Level Four Large Cap Growth Active ETF will be significantly influenced by overall economic growth, interest rate policies, inflation, and investor sentiment towards growth stocks. Sector-specific developments, particularly in technology and consumer discretionary, will also play a crucial role.
Growth Trajectory
Without historical data, highlighting growth trends is impossible. Changes to strategy and holdings are not available without a live ETF to track.
Moat and Competitive Advantages
Competitive Edge
The competitive edge of the Level Four Large Cap Growth Active ETF lies in its active management strategy, which aims to identify and capitalize on undervalued growth opportunities within the large-cap universe. If the management team possesses unique insights or expertise in specific sectors, it could lead to outperformance. Furthermore, a disciplined investment process and a focus on risk management could contribute to the ETF's competitive advantage. This active approach, however, requires consistent execution and market timing skills.
Risk Analysis
Volatility
Volatility data is unavailable without historical performance data for the ETF.
Market Risk
The ETF is subject to market risk, as its performance is tied to the overall performance of the U.S. stock market and the specific sectors in which it invests. Growth stocks tend to be more volatile than value stocks, potentially leading to greater fluctuations in the ETF's value. Changes in interest rates, economic conditions, and investor sentiment can also negatively impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for the Level Four Large Cap Growth Active ETF is someone seeking long-term capital appreciation and is comfortable with potentially higher volatility associated with growth stocks. Investors should have a moderate to high risk tolerance and a time horizon of at least 5-10 years.
Market Risk
The Level Four Large Cap Growth Active ETF may be suitable for long-term investors seeking growth potential. Active traders may use it for short-term gains, but it is less suitable for passive index followers seeking broad market exposure at the lowest cost.
Summary
The Level Four Large Cap Growth Active ETF seeks capital appreciation through active management of large-cap growth stocks. Its success hinges on the management's ability to consistently outperform the market by selecting high-growth companies. While offering the potential for higher returns, it also carries the risk of underperformance and higher fees compared to passive index funds. Therefore, it is best suited for investors with a longer investment time horizon, a higher risk tolerance, and who believe in the manager's investment capabilities. Without a live ETF, financial performance data is unavailable making the ETF's actual profile difficult to ascertain.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Individual fund prospectuses for competitor ETFs.
Disclaimers:
This analysis is based on the information available. Actual performance may vary. Investors should conduct their own due diligence before investing. Data unavailable without a live ETF.
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.
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