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Elevation Series Trust - SRH U.S. Quality ETF (SRHQ)
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Upturn Advisory Summary
08/14/2025: 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 18.96% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 (SRHQ) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the SRH U.S. Quality Index. It focuses on high-quality U.S. companies based on factors like profitability and financial stability.
Reputation and Reliability
Elevation Series Trust is a relatively newer player in the ETF market. While not as established as larger issuers, they are focused on providing specialized investment strategies.
Management Expertise
Information regarding the specific management team's experience is limited in publicly available sources, but they are likely to have experienced professionals managing the fund.
Investment Objective
Goal
The ETF seeks to track the investment results of the SRH U.S. Quality Index, investing in high-quality U.S. companies.
Investment Approach and Strategy
Strategy: The fund aims to track a specific index, the SRH U.S. Quality Index.
Composition The ETF primarily holds U.S. stocks selected based on quality factors such as profitability and low leverage.
Market Position
Market Share: Data is not readily available to accurately state the exact market share.
Total Net Assets (AUM): Based on the most recently available data, the AUM is approximately $24.74 Million.
Competitors
Key Competitors
- Invesco S&P 500 Quality ETF (SPHQ)
- iShares MSCI USA Quality Factor ETF (QUAL)
- FlexShares Quality Dividend Index Fund (QDF)
Competitive Landscape
The quality ETF market is dominated by larger issuers like Invesco and iShares. SRHQ, being a smaller fund, faces challenges in gaining market share. Its advantage would be a unique index or selection methodology. Disadvantages include lower liquidity and potentially higher tracking error compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained directly from the fund's website or other financial data providers.
Benchmark Comparison: Benchmark comparison should be made to the SRH U.S. Quality Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The SRHQ ETF exhibits relatively low trading volume, which may impact execution costs.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but could be wider compared to more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and overall market sentiment can influence the performance of quality stocks held by SRHQ.
Growth Trajectory
As a newer fund, the growth trajectory depends on attracting investor capital and consistently tracking the SRH U.S. Quality Index.
Moat and Competitive Advantages
Competitive Edge
SRHQ's competitive advantage, if any, lies in the specific methodology of the SRH U.S. Quality Index. It potentially identifies high-quality companies that other indexes may overlook. A smaller AUM may translate to nimble maneuvering and better performance in some cases. Whether this translates to superior risk-adjusted returns compared to larger competitors will determine long-term success.
Risk Analysis
Volatility
Volatility will depend on the underlying stock holdings and market conditions. Expect market risk.
Market Risk
The fund is subject to market risk, meaning that the value of the ETF could decline due to overall market conditions or factors affecting specific companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to high-quality U.S. companies may find this ETF suitable, particularly those who believe in the index's specific selection criteria.
Market Risk
SRHQ is more suitable for long-term investors seeking targeted exposure to quality stocks within their portfolio.
Summary
The SRH U.S. Quality ETF (SRHQ) seeks to track the performance of the SRH U.S. Quality Index, investing in high-quality U.S. companies. It faces competition from larger, more established quality ETFs. Investors should consider the ETF's relatively low AUM, trading volume, and the specific index methodology before investing. Further research and comparison against benchmarks are essential to understand its suitability for individual investment goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Fund Fact Sheet
Disclaimers:
Investment involves risk. Past performance is not indicative of future results. Consult with a financial advisor before making investment decisions. Data is based on available information and may not be fully comprehensive.
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.