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QIDX
Upturn stock rating

Spinnaker ETF Series (QIDX)

Upturn stock rating
$10.98
Last Close (24-hour delay)
Profit since last BUY6.4%
upturn advisory
Consider higher Upturn Star rating
BUY since 106 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Stock info Stock price based on last close
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Upturn Advisory Summary

10/24/2025: QIDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 6.4%
Avg. Invested days 106
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range -
Updated Date 06/6/2025
52 Weeks Range -
Updated Date 06/6/2025

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Spinnaker ETF Series

stock logo

ETF Overview

overview logo Overview

The Spinnaker ETF Series is a suite of actively managed exchange-traded funds (ETFs) designed to provide investors with diverse investment strategies across various asset classes, sectors, and geographies. These ETFs primarily target specific investment outcomes or market themes by using different asset allocation approaches.

reliability logo Reputation and Reliability

Information about the Spinnaker ETF Series issuer's reputation and reliability is not widely or publicly available, making it difficult to assess.

reliability logo Management Expertise

Specific details about the management expertise of the Spinnaker ETF Series are limited in publicly accessible sources.

Investment Objective

overview logo Goal

The primary investment goal varies across the different ETFs within the Spinnaker ETF Series, as each ETF has a unique investment focus and objective.

Investment Approach and Strategy

Strategy: The Spinnaker ETF Series includes actively managed ETFs that do not typically track a specific index. Instead, they employ proprietary investment strategies to achieve their stated objectives.

Composition The assets held by the Spinnaker ETF Series vary depending on the specific ETF. They can include stocks, bonds, and other asset classes, depending on each ETF's strategy.

Market Position

Market Share: Due to limited information available, the exact market share of Spinnaker ETF Series ETFs is difficult to ascertain. Likely small compared to major players.

Total Net Assets (AUM): Total Net Assets (AUM) data is not available for the Spinnaker ETF Series

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • QQQ
  • VTI

Competitive Landscape

The ETF industry is highly competitive, dominated by large issuers like BlackRock, Vanguard, and State Street. Spinnaker ETF Series competes with both passively managed index funds and actively managed ETFs. Its competitive edge depends on the uniqueness and effectiveness of its specific strategies compared to the established players. Information is insufficient to determine Spinnaker ETF Series's precise advantages and disadvantages relative to its competitors.

Financial Performance

Historical Performance: Historical financial performance data is not available for Spinnaker ETF Series

Benchmark Comparison: Benchmark comparison data is not available for Spinnaker ETF Series

Expense Ratio: Expense Ratio data is not available for Spinnaker ETF Series

Liquidity

Average Trading Volume

Average trading volume data is unavailable for the Spinnaker ETF Series.

Bid-Ask Spread

Bid-ask spread data is unavailable for the Spinnaker ETF Series.

Market Dynamics

Market Environment Factors

Market dynamics affecting Spinnaker ETF Series are influenced by overall economic conditions, sector-specific trends relevant to each ETF's focus, and investor sentiment. These factors can impact the performance and demand for the ETFs within the series.

Growth Trajectory

Insufficient data is available to assess the growth trajectory of Spinnaker ETF Series, including changes in strategy or holdings.

Moat and Competitive Advantages

Competitive Edge

Details are scarce regarding Spinnaker ETF Series's competitive advantages. Actively managed ETFs may offer superior returns if the management team is skilled. If they have access to unique markets then this could be a competitive advantage for the ETF. Without more information on the funds it is difficult to give a full assessment.

Risk Analysis

Volatility

Volatility information is unavailable for Spinnaker ETF Series

Market Risk

Market risk for Spinnaker ETF Series depends on the specific underlying assets of each ETF within the series. Stock-based ETFs are subject to equity market risk, while bond-based ETFs are exposed to interest rate and credit risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile for Spinnaker ETF Series depends on the specific ETF. Generally, investors seeking targeted exposure to specific sectors or investment strategies might find certain funds suitable.

Market Risk

The suitability of Spinnaker ETF Series depends on the specific ETF's investment strategy. Some ETFs may be suitable for long-term investors, while others may be more appropriate for active traders seeking tactical opportunities.

Summary

The Spinnaker ETF Series offers a variety of actively managed ETFs with distinct investment strategies. Due to data constraints, a comprehensive assessment of the series' performance, market position, and competitive advantages is challenging. Investors should conduct thorough due diligence, including reviewing the specific ETF's prospectus and investment objectives, before investing. If the issuer and ETF management teams are skilled, there may be a opportunity for long-term investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC.gov
  • ETF.com
  • Morningstar.com
  • Bloomberg.com

Disclaimers:

The data and analysis provided are based on limited information and publicly available sources. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data may be outdated or inaccurate.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets (plus borrowings for investment purposes) in common stocks of companies that the Advisor believes have a consistent history of earnings stability or growth, and strong prospects for continued earnings stability and growth based on the Advisor"s research and analysis. These securities may be of any market capitalization.