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- Upturn Summary
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Upturn AI Summary
AdvisorShares Q Dynamic Growth ETF(QPX)
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 QPX
11/06/2026: QPX (2-star) is currently NOT-A-BUY. Pass it for now.
The AdvisorShares Q Dynamic Growth ETF (QPX) is an actively managed fund that employs a momentum-based strategy to identify and invest in U.S. growth equities. By using a dynamic approach to rotate its portfolio, the fund seeks to capture upside in leading sectors while avoiding underperforming assets, offering a potential alternative to passive market-cap-weighted funds. Its primary strengths include its tactical flexibility and focus on quantitative signals, though it carries risks related to its higher expense ratio, potential for high volatility, and reliance on the effectiveness of its momentum model. It is best suited for growth-oriented investors looking to supplement core holdings with an active strategy; investors should monitor the fund's ability to maintain its momentum signal across varying market environments.
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 | Strong fit | The fund is explicitly designed to capture growth through momentum signals. |
| Momentum investor | Strong fit while signal remains positive | The strategy is built around identifying and capitalizing on positive price momentum. |
| Value investor | Weak fit | The momentum-based selection process may overlook traditional value-oriented valuation metrics. |
| Dividend/Income investor | Weak fit | The focus is on capital appreciation rather than consistent dividend income generation. |
| Low-risk investor | Weak fit | The tactical and dynamic nature of the strategy can lead to higher volatility compared to a buy-and-hold approach. |
Investor Profile
Ideal Investor Profile
Growth-oriented investors seeking active management who have a higher tolerance for volatility and a long-term time horizon.
Suitability
Best suited for investors who want to complement a core passive portfolio with an active tactical component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The active rotation strategy can lead to rapid shifts in portfolio composition and increased price swings. |
| Market risk | High | The fund remains sensitive to broad economic conditions and equity market downturns. |
| Concentration | Medium / high | Active selection may lead to high weightings in specific high-momentum sectors or stocks. |
| Tracking/expense | Medium | Higher expense ratios compared to passive index funds create a larger hurdle for performance. |
| Liquidity | Medium | Lower trading volume may make it harder to enter or exit large positions at desired prices. |
| Business/sector quality | Medium | The fund's performance is tied to the effectiveness of the momentum algorithm in selecting quality growth assets. |
Risk Analysis
Volatility
Historical volatility is elevated due to the fund's active momentum-based stock rotation strategy.
Market Risk
The fund is inherently tied to the performance of U.S. growth equities and can suffer during market sell-offs.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | U.S. Equity Securities (Various Tickers) | 95 | The fund holds a basket of U.S. stocks selected for their growth and momentum potential. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small allocation to cash supports liquidity and tactical rotation capabilities. |
Analysis of Past Performance
Type ETF | Historic Profit 29.01% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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