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Upturn AI SWOT - About
Elevation Series Trust - SRH U.S. Quality ETF (SRHQ)
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Upturn Advisory Summary
10/24/2025: SRHQ (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 23.58% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 32.01 - 39.28 | Updated Date 06/29/2025 |
52 Weeks Range 32.01 - 39.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Elevation Series Trust - SRH U.S. Quality ETF
ETF Overview
Overview
The SRH U.S. Quality ETF seeks to provide investment results that, before fees and expenses, generally correspond to the price and yield performance of the SRH U.S. Quality Index. It focuses on U.S. equities exhibiting quality characteristics.
Reputation and Reliability
Elevation Series Trust is a smaller issuer, but provides ETFs with specific investment strategies.
Management Expertise
Information about the management team's specific experience for this ETF is limited, but Elevation Series Trust has a track record of managing targeted investment strategies.
Investment Objective
Goal
Seeks to track the performance, before fees and expenses, of the SRH U.S. Quality Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the SRH U.S. Quality Index, which selects companies based on quality metrics.
Composition The ETF holds U.S. equities that meet the index's quality criteria.
Market Position
Market Share: SRH U.S. Quality ETF's market share in the U.S. Equity ETF sector is relatively small.
Total Net Assets (AUM):
Competitors
Key Competitors
- IVV
- SPY
- QUAL
- MTUM
Competitive Landscape
The U.S. equity ETF market is highly competitive, dominated by large, established ETFs like SPY and IVV. SRH U.S. Quality ETF differentiates itself by focusing on quality factors. However, it faces competition from other quality-focused ETFs like QUAL. SRH's advantage would be a potentially different weighting or methodology within its index; the disadvantage is lower AUM and brand recognition compared to larger competitors.
Financial Performance
Historical Performance: Historical financial performance data for this ETF is limited due to its relatively new inception. Further analysis required.
Benchmark Comparison: Benchmark comparison requires further historical data to assess effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Liquidity is low, indicating that it is thinly traded.
Bid-Ask Spread
The bid-ask spread may be wider due to low trading volume, resulting in potentially higher trading costs.
Market Dynamics
Market Environment Factors
Economic indicators affecting U.S. equities, sector growth prospects within the U.S. market, and overall market conditions influence this ETF.
Growth Trajectory
Growth trends depend on the performance of the SRH U.S. Quality Index and investor demand for quality-focused equity strategies. Changes to the strategy and holdings would be detailed in fund prospectuses and updates.
Moat and Competitive Advantages
Competitive Edge
The SRH U.S. Quality ETF's advantage lies in its specific quality-factor-based index. It filters companies based on quality metrics, potentially leading to outperformance during specific market cycles. However, the index's methodology must be distinct from competitors. A smaller AUM allows it to be more nimble. The ETF's competitive advantage is the uniqueness of the SRH U.S. Quality Index.
Risk Analysis
Volatility
Volatility will depend on the underlying stocks held within the ETF and their sensitivity to market fluctuations.
Market Risk
The ETF is exposed to market risk associated with U.S. equities, including economic downturns, sector-specific risks, and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. equities with a focus on quality factors may find this ETF suitable. Investors willing to trade an ETF with lower liquidity and AUM are most suited.
Market Risk
The ETF may be suitable for long-term investors seeking quality exposure, but less so for active traders due to liquidity constraints.
Summary
The SRH U.S. Quality ETF provides targeted exposure to U.S. equities selected for their quality characteristics. It tracks the SRH U.S. Quality Index and has a low expense ratio of 0.29%. However, it faces stiff competition from larger, more liquid ETFs. Investors should consider its smaller AUM and lower trading volume before investing. This ETF is most appropriate for long-term investors seeking quality-focused U.S. equity exposure and prepared to accept limited liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may be estimated based on available information.
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 Elevation Series Trust - SRH U.S. Quality ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is intended to capture the performance of U.S. companies that exhibit consistent and moderate revenue growth but do not trade at excessive valuations. The Advisor attempts to invest all, or substantially all, of its assets in the common stocks that make up the index. Under normal circumstances, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of issuers that are principally traded in the United States.
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.