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Upturn AI Summary
Defiance Daily Target 1.75x Long MSTR ETF(MSTX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MSTX
09/28/2026: MSTX (3-star) is a STRONG-BUY. BUY for 23 days. Simulated Profits (46.03%). Updated daily EoD!
MSTX is a leveraged ETF designed to deliver 1.75x the daily return of MicroStrategy (MSTR) stock. It serves as a tactical tool for active traders looking to amplify exposure to the crypto-equity sector rather than for long-term investment. While it offers liquidity and convenience, investors face significant risks from daily volatility decay and extreme price concentration. It is best suited for experienced investors who monitor their positions on a daily basis and understand the dangers of leveraged tracking error.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This is a daily leveraged product not intended for long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | Active traders may use this to capture short-term momentum in MicroStrategy stock. |
| Value investor | Weak fit | The fund’s derivative-heavy strategy is the opposite of a traditional value-oriented approach. |
| Dividend/Income investor | Weak fit | This ETF is designed for capital fluctuations, not for providing income or dividends. |
| Low-risk investor | Weak fit | The 1.75x leverage and high volatility make this unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced, risk-tolerant active trader with a high-conviction short-term market view.
Suitability
This ETF is suitable for day traders and active investors only; it is not for long-term holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Daily leverage amplifies the significant price swings of the underlying stock. |
| Market risk | High | The fund is fully exposed to the market performance of a single company, MicroStrategy. |
| Concentration | High | It is concentrated in one specific equity, removing any benefits of diversification. |
| Tracking/expense | Medium / high | Daily rebalancing and derivative costs lead to decay that can erode returns over time. |
| Liquidity | Medium | While trading is active, high market volatility can impact execution costs. |
| Business/sector quality | High | The fund is tethered to the business risk of MicroStrategy and its Bitcoin holdings. |
Risk Analysis
Volatility
Extremely high, owing to both the leverage and the nature of the underlying asset.
Market Risk
Concentrated risk in MSTR; performance is highly correlated to Bitcoin price moves.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | MicroStrategy Incorporated (MSTR) — seeks 1.75x daily return | 95 | The fund utilizes derivatives to provide exposure to 1.75x the daily price movement of MicroStrategy stock. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Residual cash is held to manage liquidity and collateral requirements for derivative positions. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type ETF | Historic Profit 87.67% | Avg. Invested days 22 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 29, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $389.56M |
| Issuer | Defiance ETFs LLC |
| Expense Ratio | 131% |
| Distribution Yield | 0% |
| Inception | Aug 14, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | -46.39% |
| 1 Year | -90.85% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 160.78% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| First American Funds. - Government Obligations Fund | 3.25% |
Upturn AI Summary
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.
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