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Spinnaker ETF Series (QIDX)



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Upturn Advisory Summary
08/14/2025: QIDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 4.06% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range - | Updated Date 06/6/2025 |
52 Weeks Range - | Updated Date 06/6/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series is a suite of ETFs focused on providing targeted investment solutions across various sectors and strategies, often employing actively managed or specialized index-tracking approaches. The series aims to deliver specific outcomes tailored to investor needs through diverse asset allocation and investment strategies.
Reputation and Reliability
Information about the issuer's reputation is currently unavailable but would involve examining their history, AUM, and regulatory compliance.
Management Expertise
Information about the management team is currently unavailable but would involve assessing their experience and track record in managing similar investment products.
Investment Objective
Goal
To achieve specific investment objectives tailored to each individual ETF within the Spinnaker ETF Series, ranging from income generation to capital appreciation and downside protection.
Investment Approach and Strategy
Strategy: The ETF Series utilizes a variety of strategies, including actively managed approaches and specialized index tracking, depending on the specific ETF's objective.
Composition The ETF holds a mix of assets, such as stocks, bonds, or derivatives, depending on the investment strategy of each particular ETF within the series.
Market Position
Market Share: Market share data for the Spinnaker ETF Series is not publicly available.
Total Net Assets (AUM): Total net assets (AUM) data for the Spinnaker ETF Series is not publicly available.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Spinnaker ETF Series's success depends on differentiating itself through unique strategies or cost-effectiveness. Advantages would include innovative investment approaches or superior risk-adjusted returns, while disadvantages could include a lack of brand recognition or higher expense ratios.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense ratio data is not publicly available.
Liquidity
Average Trading Volume
Average trading volume data for the Spinnaker ETF Series is not publicly available.
Bid-Ask Spread
Bid-ask spread data for the Spinnaker ETF Series is not publicly available.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence the performance of the Spinnaker ETF Series. Factors like interest rates, inflation, and geopolitical events can significantly impact the ETF's underlying assets.
Growth Trajectory
Growth trends and patterns depend on the specific ETF within the series and its investment strategy. Changes to the underlying index or active management decisions can affect the ETF's performance and holdings.
Moat and Competitive Advantages
Competitive Edge
Spinnaker ETF Series's competitive advantage stems from potentially unique investment strategies, active management expertise, and niche market focus, enabling it to target specific investor needs that broader ETFs may not address. Success depends on outperforming benchmarks and delivering superior risk-adjusted returns. The ETF may have an advantage in identifying and capitalizing on emerging trends, while adapting quickly to changes in market conditions, and offering customized solutions.
Risk Analysis
Volatility
Volatility information for the Spinnaker ETF Series is not available.
Market Risk
The specific risks associated with the Spinnaker ETF Series depend on the underlying assets, including market risk (general market fluctuations), sector risk (specific sector declines), and concentration risk (overexposure to certain assets).
Investor Profile
Ideal Investor Profile
The ideal investor profile for the Spinnaker ETF Series varies depending on the specific ETF, but it typically suits investors seeking targeted exposure to specific sectors or strategies, as well as those seeking diversification or income generation.
Market Risk
Spinnaker ETF Series may suit both long-term investors and active traders, depending on the specific ETF and its investment strategy. Some ETFs may be suitable for passive index followers, while others are better suited for active traders seeking short-term gains.
Summary
The Spinnaker ETF Series offers targeted investment solutions across various sectors and strategies, aiming to provide specific outcomes for investors. The series employs a diverse range of asset allocation and investment strategies, with each ETF designed to meet particular investment objectives. However, information regarding its market share, AUM, financial performance, and liquidity remains unavailable. Investors should conduct thorough research on individual ETFs within the series to determine their suitability based on risk tolerance and investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Various ETF databases and financial news sources.
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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 |
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.

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.