Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
EA Series Trust (STXK)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: STXK (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 12.33% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.32 - 34.14 | Updated Date 06/29/2025 |
52 Weeks Range 24.32 - 34.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a hypothetical ETF that focuses on a diversified portfolio of assets, aiming for long-term capital appreciation. It might target a specific sector, employ a blend of asset allocation strategies, or track a broad market index.
Reputation and Reliability
Assuming the issuer is hypothetical, its reputation and reliability are not established. A real-world issuer would need to be assessed based on its history and regulatory compliance.
Management Expertise
The management expertise is unknown as the ETF is hypothetical. A real-world ETF would require assessment of the management team's experience and track record.
Investment Objective
Goal
The primary investment goal is likely long-term capital appreciation with a secondary objective of potential income generation.
Investment Approach and Strategy
Strategy: The ETF could employ a passive strategy by tracking a specific index or an active strategy by selecting individual securities based on fundamental or technical analysis.
Composition The asset composition is hypothetical and could include a mix of stocks, bonds, commodities, or real estate, depending on the fund's specific strategy.
Market Position
Market Share: Hypothetical ETF, market share is 0.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
- IWM
Competitive Landscape
The ETF market is highly competitive, with numerous established players. EA Series Trust would face challenges in gaining market share. Its success depends on a unique investment strategy and competitive expense ratio. Its competitive advantage lies in its ability to offer access to niche markets and provide strong returns. However, its disadvantage is its lack of historical data and brand recognition.
Financial Performance
Historical Performance: Hypothetical ETF, no historical performance data available.
Benchmark Comparison: Hypothetical ETF, no benchmark comparison data available.
Expense Ratio: 0
Liquidity
Average Trading Volume
As a hypothetical ETF, the average trading volume is zero.
Bid-Ask Spread
As a hypothetical ETF, the bid-ask spread is not applicable.
Market Dynamics
Market Environment Factors
Market dynamics would be influenced by overall economic conditions, interest rates, and sector-specific trends. Specifics depend on the ETF's targeted sector and investment strategy.
Growth Trajectory
The growth trajectory depends on the ETF's ability to attract investors and generate positive returns. Strategy and holdings changes would impact its growth, but specifics are unknown.
Moat and Competitive Advantages
Competitive Edge
As a hypothetical ETF, EA Series Trust currently lacks a defined competitive edge. Its future competitive advantage would need to be established through a distinctive investment approach, effective management, and a focus on a particular niche within the market. Effective cost management and superior returns would also play a key role in differentiating it from the competitors. These advantages can only be developed through time and market performance.
Risk Analysis
Volatility
Hypothetical ETF, no volatility data available.
Market Risk
Market risk would depend on the underlying assets of the ETF. Equity-focused ETFs would be subject to stock market fluctuations, while bond-focused ETFs would be sensitive to interest rate changes.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the ETF's strategy. It could be suitable for long-term investors seeking diversified exposure or active traders looking for specific sector plays.
Market Risk
The ETF's suitability depends on its investment objective and risk profile. Long-term investors may find it appropriate, while active traders may use it for tactical asset allocation.
Summary
EA Series Trust, as a hypothetical ETF, aims to provide diversified exposure with the goal of long-term capital appreciation. Its success hinges on a well-defined investment strategy, effective management, and a competitive expense ratio. The ideal investor profile would depend on the fund's specific objectives and risk parameters. Without historical data, a thorough analysis of its strategy and performance would be needed to assess its potential effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Analysis
- Market Data from Various Financial Sources (SPY, IVV, VTI, QQQ, IWM)
- AI Analysis Based on Hypothetical Scenario
Disclaimers:
The data and analysis provided are based on a hypothetical ETF and are for informational purposes only. Investment decisions should be based on thorough research and consultation 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 EA Series Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. small cap equity securities. The index is a free float-adjusted capitalization-weighted index comprised primarily of U.S. equity securities.
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.