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Upturn AI Summary
Pictet AI Enhanced US Equity ETF(PQUS)
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 PQUS
10/28/2026: PQUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Pictet AI Enhanced US Equity ETF (PQUS) provides exposure to a portfolio of US equities selected and weighted through a proprietary artificial intelligence model. Its primary strength lies in its systematic, data-driven approach designed to identify market inefficiencies that standard index funds might miss. The fund is best suited as a satellite component for investors who believe in the efficacy of quantitative management. Key risks include the reliance on algorithmic performance, potential for underperformance relative to low-cost passive indices, and relatively lower liquidity. Investors should monitor the consistency of the model's performance and the fund's expense ratio relative to market alternatives.
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 | Strong fit | The fund's focus on identifying companies with potential for superior performance aligns well with growth-oriented mandates. |
| Momentum investor | Strong fit while signal remains positive | The AI model is often designed to capture trends, making it suitable for momentum strategies when the underlying signals are favorable. |
| Value investor | Mixed fit | While the AI may select value stocks, the strategy is not explicitly constrained to a value-only mandate. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than the generation of consistent dividend income. |
| Low-risk investor | Weak fit | As an active equity fund, it is subject to market volatility and the specific risks associated with algorithmic trading strategies. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the potential of AI-driven quantitative strategies to capture market alpha and is willing to accept higher fees and lower liquidity than passive index funds.
Suitability
PQUS is better suited for long-term investors seeking to complement a core passive portfolio with an actively managed, technology-driven satellite holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's active strategy may lead to performance fluctuations that differ significantly from the broader market. |
| Market risk | High | As an equity-based ETF, the value of holdings will fluctuate with overall economic and market conditions. |
| Concentration | Medium | The AI model may occasionally overweight specific sectors or themes based on its analysis. |
| Tracking/expense | Medium | Active management entails higher costs and potential for performance to diverge from the benchmark. |
| Liquidity | Medium | Lower trading volumes compared to major ETFs can result in wider bid-ask spreads. |
| Business/sector quality | Medium | The AI model's effectiveness depends on the quality of data and the underlying logic of its investment algorithms. |
Risk Analysis
Volatility
PQUS exhibits volatility consistent with an actively managed US equity strategy, which can deviate from index-based funds.
Market Risk
The primary risk is exposure to US equity markets, where systemic shocks can impact all holdings simultaneously.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 95 | The fund primarily invests in large US companies selected by AI algorithms for their potential growth or performance. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small portion of the portfolio is held in cash to manage liquidity and daily operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 6.49% | Avg. Invested days 62 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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