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Upturn AI Summary
Innovator ETFs Trust(QFLR)
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 QFLR
10/28/2026: QFLR (2-star) is a SELL. SELL for 4 days. Simulated Profits (-2.64%). Updated daily EoD!
QFLR is an actively managed ETF that seeks to capture large-cap US equity market returns while employing a derivative-based strategy to provide a 'floor' against significant downside losses. Its primary strength lies in its ability to offer risk-mitigated equity participation, making it a valuable tool for defensive-minded investors, though it carries a higher expense ratio and potentially capped upside. Investors should use this fund for capital preservation within an equity portfolio rather than for aggressive growth. The key risks include the cost of hedging during low-volatility periods and the potential for the strategy to underperform in strong bull markets. It is best suited for long-term investors who prioritize risk control over absolute maximum returns.
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 | Mixed fit | The growth upside is capped by the costs of the hedging strategy and potential portfolio adjustments. |
| Momentum investor | Weak fit | The strategy is designed for defense and risk control rather than capturing high-momentum moves. |
| Value investor | Strong fit | The focus on risk mitigation aligns well with value investors who prioritize capital preservation. |
| Dividend/Income investor | Mixed fit | The fund focuses on capital appreciation and protection rather than high dividend yield generation. |
| Low-risk investor | Strong fit | The managed floor mechanism makes this a strong fit for investors looking to participate in equity upside while limiting downside volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking equity market exposure but who have a low tolerance for significant drawdown risk.
Suitability
Best suited for long-term investors looking for a core-satellite defensive component in their portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The hedging strategy is designed to dampen the impact of market volatility. |
| Market risk | Medium / high | The fund remains subject to equity market movements even with the floor strategy in place. |
| Concentration | Medium | The portfolio is generally diversified across large-cap stocks, limiting single-stock risk. |
| Tracking/expense | Medium | The high expense ratio and option costs can drag on net performance. |
| Liquidity | Medium | Moderate trading volume may lead to wider spreads in certain market environments. |
| Business/sector quality | Low | The fund focuses on established large-cap issuers, reducing business-specific failure risk. |
Risk Analysis
Volatility
QFLR generally exhibits lower historical volatility than the S&P 500 due to its protective hedging strategy.
Market Risk
The fund remains primarily exposed to equity market risk; if the market drops significantly, the floor may be tested, and the fund will still decline, albeit less than the unhedged index.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 95 | The core equity holdings provide market beta and potential for long-term capital growth. |
| Derivatives | Put Option Hedging Strategy | 5 | The derivative overlay is used to mitigate significant downside risk during periods of market stress. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.64% | Avg. Invested days 53 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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