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Upturn AI SWOT - About
Tidal Trust II (APLY)
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Upturn Advisory Summary
07/10/2025: APLY (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 12.44% | Avg. Invested days 46 | 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 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 10.64 - 15.87 | Updated Date 06/28/2025 |
52 Weeks Range 10.64 - 15.87 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
Tidal Trust II is a platform offering a variety of ETFs, each with its own investment focus, sector, asset allocation, and investment strategy. It's not a single ETF, but a collective of different funds.
Reputation and Reliability
Tidal Trust II is a relatively new player in the ETF market; its reputation is evolving as its various ETFs develop track records.
Management Expertise
Tidal Trust II partners with various sub-advisors, each bringing their own expertise to the management of individual ETFs within the trust.
Investment Objective
Goal
Varies depending on the specific ETF within Tidal Trust II. Each ETF has its own defined investment goal.
Investment Approach and Strategy
Strategy: Depends on the specific ETF; some may track indexes, others may focus on specific sectors or investment strategies.
Composition Depends on the specific ETF; assets can include stocks, bonds, commodities, or a mix, depending on the fund's objectives.
Market Position
Market Share: Market share varies widely among the individual ETFs within Tidal Trust II; some may have negligible market share, while others might be more significant within their specific niche.
Total Net Assets (AUM): AUM varies considerably across the different ETFs within Tidal Trust II. Data not consistently available at Trust Level.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
- iShares Core U.S. Aggregate Bond ETF (AGG)
Competitive Landscape
The ETF industry is highly competitive, with numerous established players. Tidal Trust II competes by offering specialized and niche ETFs. Advantages might include innovative investment strategies or access to unique market segments. Disadvantages include lower brand recognition and potentially higher expense ratios compared to larger, more established ETF providers.
Financial Performance
Historical Performance: Varies significantly depending on the specific ETF within Tidal Trust II. Requires individual ETF analysis.
Benchmark Comparison: Varies significantly depending on the specific ETF within Tidal Trust II. Requires individual ETF analysis.
Expense Ratio: Expense ratios vary depending on the specific ETF within Tidal Trust II.
Liquidity
Average Trading Volume
Average trading volume varies widely among the individual ETFs within Tidal Trust II.
Bid-Ask Spread
Bid-ask spread varies depending on the specific ETF within Tidal Trust II, reflecting its liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth, and market conditions all affect the performance of the underlying assets held by ETFs within Tidal Trust II. The effect depends on the focus of the particular ETF.
Growth Trajectory
Growth trends and patterns vary greatly by ETF, reflecting changes to strategy, holdings, or market conditions.
Moat and Competitive Advantages
Competitive Edge
Tidal Trust II's competitive edge relies on its ability to identify and capitalize on niche market opportunities through specialized ETFs. These ETFs may offer unique investment strategies, access to specific market segments, or focus on innovative themes. Tidal Trust II partners with experienced sub-advisors to manage these specialized ETFs. This approach allows Tidal Trust II to offer a diversified suite of investment options tailored to specific investor needs.
Risk Analysis
Volatility
Volatility varies widely among the individual ETFs within Tidal Trust II, reflecting the risk profile of their underlying assets.
Market Risk
Market risks are dependent on the specific asset class or sector the individual ETF within Tidal Trust II invests in.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within Tidal Trust II, ranging from those seeking broad market exposure to those pursuing targeted, thematic investments.
Market Risk
Suitability depends on the specific ETF. Some might be suitable for long-term investors, while others are more appropriate for active traders seeking shorter-term gains.
Summary
Tidal Trust II serves as an umbrella platform, housing a diverse collection of ETFs, each possessing its own distinct investment focus and strategy. Financial performance and risk profiles vary significantly across the individual ETFs. Investors should conduct thorough due diligence of each ETF they are interested in. The Trust's innovative strategies and partnerships give it an advantage in certain niche market segments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Morningstar
- Company Websites
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance.
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 Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will seek to employ its investment strategy as it relates to AAPL regardless of whether there are periods adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
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.