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QIDX
Upturn stock ratingUpturn stock rating

Spinnaker ETF Series (QIDX)

Upturn stock ratingUpturn stock rating
$10.76
Last Close (24-hour delay)
Profit since last BUY4.06%
upturn advisory
Consider higher Upturn Star rating
BUY since 56 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

08/14/2025: 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 4.06%
Avg. Invested days 56
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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 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.

reliability logo Reputation and Reliability

Information about the issuer's reputation is currently unavailable but would involve examining their history, AUM, and regulatory compliance.

reliability logo 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

overview logo 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

overview logo 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.

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

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

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

Upturn AI SummarizationUpturn 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.