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Spinnaker ETF Series (QIDX)

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Upturn Advisory Summary
10/24/2025: QIDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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 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.
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.
Management Expertise
Specific details about the management expertise of the Spinnaker ETF Series are limited in publicly accessible sources.
Investment Objective
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
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.
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.
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