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Upturn AI SWOT - About
Rockefeller New York Municipal Bond ETF (RMNY)
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Upturn Advisory Summary
10/24/2025: RMNY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 2.89% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.64 - 24.90 | Updated Date 06/28/2025 |
52 Weeks Range 22.64 - 24.90 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tidal Trust III
ETF Overview
Overview
The Rockefeller New York Municipal Bond ETF primarily focuses on providing current income exempt from federal and New York state income taxes by investing in a portfolio of New York municipal bonds.
Reputation and Reliability
Rockefeller Capital Management has a solid reputation, though relatively newer to the ETF market.
Management Expertise
Rockefeller Capital Management has experienced fixed-income professionals managing the fund.
Investment Objective
Goal
To provide current income exempt from federal and New York state income taxes.
Investment Approach and Strategy
Strategy: The ETF aims to invest in a diversified portfolio of New York municipal bonds.
Composition The ETF holds primarily New York municipal bonds.
Market Position
Market Share: Data is not available to calculate the exact market share currently.
Total Net Assets (AUM): The current data for AUM is unavailable.
Competitors
Key Competitors
- VNY
- HYNY
Competitive Landscape
The New York municipal bond ETF market is competitive. Rockefeller's ETF needs to differentiate itself through performance or fees. The market share data is not available to show the competitive landscape. Advantages could include a specific investment strategy or lower expenses, while disadvantages might include a smaller AUM and less liquidity compared to established competitors.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: Benchmark comparison data is unavailable.
Expense Ratio: Unavailable.
Liquidity
Average Trading Volume
Average trading volume data is unavailable to assess the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is unavailable to determine the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators in New York, interest rate movements, and tax law changes affecting municipal bonds impact the Rockefeller New York Municipal Bond ETF.
Growth Trajectory
Growth trends depend on investor demand for tax-exempt income and the fund's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
The Rockefeller New York Municipal Bond ETF's competitive advantage, if any, likely lies in its management expertise and potential for strong performance within the New York municipal bond market. Its strong connection to Rockefeller Capital Management may provide a brand advantage. Success depends on attracting investors seeking tax-exempt income and consistent returns. However, lacking AUM or historical performance data is challenging. The ETF will have to differentiate itself to gain market share.
Risk Analysis
Volatility
Volatility data is unavailable.
Market Risk
The ETF is subject to market risk associated with changes in interest rates and the creditworthiness of New York municipal bond issuers.
Investor Profile
Ideal Investor Profile
The ideal investor is a high-net-worth individual residing in New York seeking tax-exempt income.
Market Risk
The ETF is suitable for long-term investors seeking tax-advantaged income.
Summary
The Rockefeller New York Municipal Bond ETF aims to provide tax-exempt income by investing in New York municipal bonds. Its success depends on attracting investors seeking tax advantages and demonstrating consistent performance. However, the lack of AUM and performance history data is challenging. The ETF is suitable for high-net-worth individuals looking for long-term tax-exempt income. Further analysis with available data is required to determine its competitiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
Disclaimers:
The data provided is based on the latest available information and is subject to change. Investment decisions should be made after consulting with a financial advisor.
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 Tidal Trust III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
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The fund is an actively managed exchange-traded fund ("ETF") that seeks income exempt from U.S. federal and New York state income tax by investing in New York municipal bonds. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance and under current tax law, exempt from regular federal income tax and New York income tax. The fund is non-diversified.
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