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Upturn AI SWOT - About
Amplify AI Powered Equity ETF (AIEQ)
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Upturn Advisory Summary
09/12/2025: AIEQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.57% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.26 | 52 Weeks Range 31.27 - 42.62 | Updated Date 06/29/2025 |
52 Weeks Range 31.27 - 42.62 | Updated Date 06/29/2025 |
Upturn AI SWOT
Amplify ETF Trust
ETF Overview
Overview
The Amplify AI Powered Equity ETF (AIEQ) seeks to provide investment results that correspond to the EQM AI Large Cap Growth Index, using artificial intelligence to select and weight stocks based on their potential for growth.
Reputation and Reliability
Amplify ETFs is known for its innovative thematic ETFs, though its overall market share is relatively small. They are generally considered reliable, but their products are more niche.
Management Expertise
Amplify works with EQM Indexes for the AI component of AIEQ. The management team has experience in quantitative investing and AI-driven strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the EQM AI Large Cap Growth Index.
Investment Approach and Strategy
Strategy: AIEQ uses an AI-powered model to analyze U.S. listed companies and select those with the highest probability of outperformance. The model considers fundamental, technical, and macroeconomic factors.
Composition The ETF primarily holds large-cap U.S. equities selected by its AI algorithm. Sector allocation varies based on the model's recommendations.
Market Position
Market Share: AIEQ's market share within the AI/Tech thematic ETF space is moderate, not dominating any single sector.
Total Net Assets (AUM): 168000000
Competitors
Key Competitors
- BOTZ
- ROBO
- IRBO
- QQQ
Competitive Landscape
The AI/Robotics ETF market is competitive. AIEQ's advantage lies in its AI-driven stock selection, which aims to outperform traditional methods. A disadvantage is its higher expense ratio compared to broader market ETFs like QQQ, and potential performance variability tied to the AI model's effectiveness.
Financial Performance
Historical Performance: Historical performance varies; investors should consult the fund's official documentation for specific returns over different time periods.
Benchmark Comparison: Performance should be compared to the EQM AI Large Cap Growth Index to assess tracking accuracy.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
AIEQ's average trading volume is moderate, which can affect ease of entry and exit.
Bid-Ask Spread
The bid-ask spread is typically wider than more liquid ETFs, reflecting potentially higher transaction costs.
Market Dynamics
Market Environment Factors
AIEQ is affected by overall market sentiment, technological advancements, and economic conditions influencing the growth potential of selected companies.
Growth Trajectory
AIEQ's growth depends on the continued development and adoption of AI technologies, as well as the accuracy of its AI-driven stock selection model. Changes in the model or holdings can impact its performance.
Moat and Competitive Advantages
Competitive Edge
AIEQ's primary competitive advantage is its AI-powered stock selection methodology, which distinguishes it from passively managed or fundamentally driven ETFs. This approach offers the potential for superior stock picking and portfolio construction, adapting dynamically to market changes. However, the success relies heavily on the AI model's effectiveness and adaptability to shifting market dynamics, creating a differentiation factor that may attract investors seeking active management via an ETF.
Risk Analysis
Volatility
Volatility can be moderate to high, depending on the market conditions and the specific holdings selected by the AI model.
Market Risk
Specific risks include concentration in technology and growth stocks, sensitivity to AI-related news, and potential model missteps in stock selection.
Investor Profile
Ideal Investor Profile
AIEQ is suitable for investors seeking exposure to AI-driven stock selection and who are comfortable with moderate to high volatility and thematic investing.
Market Risk
AIEQ is better suited for long-term investors willing to accept the risks associated with growth-oriented strategies and AI-driven investment approaches.
Summary
AIEQ offers a unique approach to equity investing by using AI to select and weight stocks. Its performance is tied to the effectiveness of its AI model. AIEQ is ideal for investors seeking exposure to growth stocks and AI as a thematic investment. Potential drawbacks include a higher expense ratio and reliance on the AI model's performance, making it a higher-risk, higher-reward choice.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Amplify ETFs Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before making any investment decisions.
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 Amplify ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund uses a "passive" or indexing approach to try to achieve the fund"s investment objective. The index invests primarily in equity securities listed on the iShares Core S&P Total U.S. Stock Market ETF based on the results of a proprietary, quantitative model developed by EquBot Inc. (the "index provider") that runs on the IBM Watson" platform. EquBot is a technology-based company focused on applying artificial intelligence based solutions to investment analyses.
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.