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Upturn AI SWOT - About
Rockefeller Opportunistic Municipal Bond ETF (RMOP)
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Upturn Advisory Summary
10/24/2025: RMOP (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 1.77% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.00 - 25.33 | Updated Date 06/28/2025 |
52 Weeks Range 23.00 - 25.33 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tidal Trust III
ETF Overview
Overview
The Rockefeller Opportunistic Municipal Bond ETF seeks to provide current income exempt from federal income tax by investing in a diversified portfolio of municipal securities. It aims to capitalize on undervalued opportunities within the municipal bond market.
Reputation and Reliability
Information on the issuer's reputation and track record is not publicly available in the prompt.
Management Expertise
Information on the management expertise is not publicly available in the prompt.
Investment Objective
Goal
To provide current income exempt from federal income tax.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but actively manages a portfolio of municipal bonds.
Composition The ETF holds a portfolio primarily composed of municipal bonds.
Market Position
Market Share: Market share data is not available in the prompt.
Total Net Assets (AUM):
Competitors
Key Competitors
- VTEB
- MUB
- ITM
Competitive Landscape
The municipal bond ETF market is highly competitive, with many established players. Rockefeller's ETF aims to differentiate itself through its opportunistic approach, which seeks to identify and invest in undervalued municipal securities. Advantages could stem from superior security selection, while disadvantages might include higher management fees or increased volatility compared to passively managed index funds.
Financial Performance
Historical Performance: Historical performance data is not available in the prompt.
Benchmark Comparison: Benchmark comparison data is not available in the prompt.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is not available in the prompt.
Bid-Ask Spread
Bid-ask spread data is not available in the prompt.
Market Dynamics
Market Environment Factors
Economic indicators, municipal bond market yields, tax policy changes, and overall interest rate environment affect the performance of the Rockefeller Opportunistic Municipal Bond ETF.
Growth Trajectory
Growth trends and patterns data is not available in the prompt.
Moat and Competitive Advantages
Competitive Edge
Rockefeller's ETF leverages an opportunistic strategy, aiming to find undervalued municipal bonds, setting it apart from passive, index-tracking competitors. This approach allows for active security selection to enhance returns. The firm may possess specialized knowledge, potentially leading to superior portfolio management. However, this active strategy also carries the risk of underperformance compared to benchmarks.
Risk Analysis
Volatility
Volatility data is not available in the prompt.
Market Risk
Specific risks associated with the ETF include interest rate risk, credit risk (risk of default by municipal bond issuers), and liquidity risk (difficulty selling bonds quickly).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking tax-exempt income and willing to accept moderate risk in exchange for potentially higher returns than those offered by passively managed municipal bond ETFs.
Market Risk
This ETF is best suited for long-term investors seeking tax-advantaged income, although active traders may find opportunities due to the ETF's active management style.
Summary
The Rockefeller Opportunistic Municipal Bond ETF aims to provide tax-exempt income through active management of a portfolio of municipal bonds. It differentiates itself from passive ETFs with its opportunistic strategy of finding undervalued securities. Key risks include interest rate, credit, and liquidity risks. It is suitable for investors seeking tax-advantaged income and willing to accept moderate risk. More data, such as AUM and historical performance, are needed for a comprehensive evaluation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial professional.
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 |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks current income exempt from federal income tax and seeks long-term capital appreciation by investing in municipal bonds. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, 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 federal income tax. The fund is non-diversified.
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