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Upturn AI SWOT - About
Spinnaker ETF Series (OOSP)
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Upturn Advisory Summary
08/14/2025: OOSP (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 6.82% | Avg. Invested days 128 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 9.14 - 10.84 | Updated Date 06/30/2025 |
52 Weeks Range 9.14 - 10.84 | Updated Date 06/30/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series focuses on providing innovative investment solutions across various sectors, with the goal of delivering enhanced returns by actively managing portfolio holdings based on market conditions and trends.
Reputation and Reliability
The issuer's reputation and reliability depend on their track record in managing investment funds and delivering consistent performance.
Management Expertise
The management expertise of the team is essential for actively managing portfolio holdings and generating enhanced returns.
Investment Objective
Goal
The primary investment goal of the Spinnaker ETF Series is to generate attractive returns for investors while managing risk effectively.
Investment Approach and Strategy
Strategy: The ETF aims to actively manage a portfolio of assets across various sectors, potentially tracking specific benchmarks or indices relevant to its investment themes.
Composition The ETF's assets include a diverse mix of stocks, bonds, and other investment instruments depending on the specific mandate.
Market Position
Market Share: Spinnaker ETF Seriesu2019s market share is dependent on the specific fund within the series and its competitive landscape. Data may not be available or varies significantly.
Total Net Assets (AUM): The total assets under management varies depending on the specific fund within the Spinnaker ETF Series. Data may not be available.
Competitors
Key Competitors
- IVV
- SPY
- VOO
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering a wide range of investment products. Spinnaker ETF Series faces competition from well-established ETFs with larger assets under management and brand recognition. Differentiation through unique investment strategies or niche market focus is crucial for success.
Financial Performance
Historical Performance: Historical financial performance data varies depending on the specific fund within the Spinnaker ETF Series. Data may not be available.
Benchmark Comparison: The ETFu2019s performance is compared to relevant benchmark indices to assess its effectiveness in achieving its investment objectives.
Expense Ratio: The fundu2019s expense ratio varies depending on the specific fund within the Spinnaker ETF Series. Data may not be available.
Liquidity
Average Trading Volume
Liquidity is assessed based on the ETFu2019s average trading volume, indicating how easily shares can be bought or sold. Data may not be available.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, providing insight into trading costs. Data may not be available.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions influence the performance of the Spinnaker ETF Series. These factors shape investor sentiment and asset allocation decisions.
Growth Trajectory
Growth trends of the ETF depend on its ability to attract investment flows and deliver competitive returns. Changes to strategy and holdings are important for maintaining relevance and performance.
Moat and Competitive Advantages
Competitive Edge
Spinnaker ETF Series' competitive advantages may include its innovative investment strategies, superior management team, or niche market focus. These factors can differentiate the ETF from competitors and attract investors seeking specialized investment exposure. The series strives to provide investment solutions in unique market segments or through novel portfolio construction techniques. Differentiation allows for it to capture flows in a crowded market.
Risk Analysis
Volatility
Spinnaker ETF Seriesu2019s historical volatility depends on the volatility of its underlying assets and the investment strategy employed. Data may not be available.
Market Risk
The specific risks associated with Spinnaker ETF Series include market risk, sector-specific risk, and investment strategy risk. These risks can impact the ETFu2019s performance and investor returns.
Investor Profile
Ideal Investor Profile
The ideal investor profile for the Spinnaker ETF Series depends on the specific fund and its investment objectives. Investors seeking innovative investment solutions and are prepared to take on risk are suitable.
Market Risk
Spinnaker ETF Series may suit investors looking for both active and passive index followers, as long as they understand the investment and fund specifics.
Summary
Spinnaker ETF Series presents innovative investment solutions designed to meet diverse investor needs. The success depends on the funds' ability to deliver consistent performance and manage risk effectively. However, it operates in a competitive market with well-established players. Investors should assess their suitability based on their risk tolerance and investment objectives. The funds have potential for growth if they continue to differentiate themselves and attract inflows.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation 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 Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF"), the fund manager will not seek to replicate the performance of an index. The fund manager intends to achieve the fund's investment objective by investing primarily in securitized asset instruments, which are also referred to as "structured products.
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.