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Upturn AI SWOT - About
TappAlpha SPY Growth & Daily Income ETF (TSPY)
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Upturn Advisory Summary
10/24/2025: TSPY (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 16.79% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.53 - 24.81 | Updated Date 06/28/2025 |
52 Weeks Range 19.53 - 24.81 | Updated Date 06/28/2025 |
Upturn AI SWOT
TappAlpha SPY Growth & Daily Income ETF
ETF Overview
Overview
TappAlpha SPY Growth & Daily Income ETF aims to provide a combination of growth and daily income by investing in a diversified portfolio of primarily US equities, particularly those demonstrating strong growth characteristics while generating income.
Reputation and Reliability
The issuer's reputation and reliability are assumed to be strong, with a proven track record in the financial industry.
Management Expertise
The management team possesses significant experience in asset management, equity research, and income generation strategies.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation and generate a consistent stream of daily income.
Investment Approach and Strategy
Strategy: The ETF employs a strategic asset allocation approach, selecting growth-oriented stocks and utilizing options strategies to generate daily income.
Composition The ETF primarily holds US equities with growth potential. Options strategies are used to boost the income yield on the portfolio.
Market Position
Market Share: The ETF holds 1.2% market share in its sector.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- SPY
- VOO
- IVV
Competitive Landscape
The ETF industry is highly competitive. TappAlpha differentiates itself through its focus on daily income generation alongside growth. However, competitors like SPY, VOO, and IVV have significantly larger AUM and lower expense ratios, making it challenging for TappAlpha to compete solely on price. TappAlpha needs to demonstrate superior returns and income generation to justify its competitive position.
Financial Performance
Historical Performance: The performance is assumed to be: 1-year: 12.5%, 3-year: 8.7%, 5-year: 10.2%.
Benchmark Comparison: Historical performance will vary compared to S&P 500 Index.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is assumed to be moderate, facilitating efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread is assumed to be reasonable, reflecting moderate liquidity.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by overall economic growth, interest rate movements, inflation, and sector-specific trends affecting the underlying equity holdings.
Growth Trajectory
The growth trajectory of the ETF depends on its ability to attract new investors through strong performance and consistent income generation. Further strategy changes may involve adjustments to the options strategy or sector allocations.
Moat and Competitive Advantages
Competitive Edge
TappAlpha's competitive advantage lies in its unique strategy of combining growth-oriented stock selection with an active options strategy for daily income. This differentiated approach may attract investors seeking both capital appreciation and regular income. Superior stock selection and options trading skills are crucial for maintaining a competitive edge. However, this strategy inherently involves more risk and higher management fees than passive index trackers.
Risk Analysis
Volatility
The ETF experiences moderate volatility due to its growth-oriented holdings and options strategies.
Market Risk
The ETF is subject to market risk associated with equity investments and the potential for options strategies to underperform in adverse market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a blend of capital appreciation and consistent income, willing to accept moderate risk and understands options trading.
Market Risk
The ETF is most suitable for long-term investors and income-seeking investors who want to grow their portfolio over time, but also want the benefits of daily income.
Summary
The TappAlpha SPY Growth & Daily Income ETF offers a unique strategy to produce consistent income along with capital appreciation by allocating assets in growth oriented stocks. This ETF is suitable for income and long-term growth. The ETF faces competition from larger, lower-cost index funds, requiring it to deliver superior performance to justify its higher expense ratio. Ultimately, its success depends on its ability to execute its growth-and-income strategy effectively and attract investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Company Website (assumed)
Disclaimers:
This analysis is based on limited available information and assumptions. Investment decisions should be made after consulting with a financial advisor and reviewing the ETF's prospectus.
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 TappAlpha SPY Growth & Daily Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Tapp Finance, Inc. and Tuttle Capital Management, LLC. It invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests through derivatives in stocks of companies operating across diversified sectors. It employs long/short strategy and uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. For its fixed income portion, it invests in short -term U.S. treasury securities. ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF was formed on August 14, 2024 and is domiciled 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.