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Tidal Trust III (CPXR)
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Upturn Advisory Summary
08/14/2025: CPXR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -50.01% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 17.32 - 28.99 | Updated Date 02/26/2025 |
52 Weeks Range 17.32 - 28.99 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Tidal Trust III
Company Overview
History and Background
Tidal Trust III is a financial services company specializing in investment fund creation and management. Founded in 2015, it rapidly expanded its offerings to meet the increasing demand for diverse investment strategies.
Core Business Areas
- ETF Creation & Management: Specializes in creating and managing Exchange Traded Funds (ETFs) across various asset classes and investment themes.
- Fund Administration Services: Offers comprehensive fund administration services to other investment firms, including accounting, legal, and compliance support.
- Investment Strategy Consulting: Provides consulting services to institutional investors and wealth managers on portfolio construction and investment strategy.
Leadership and Structure
Tidal Trust III is led by a team of experienced financial professionals with expertise in fund management, regulatory compliance, and business development. The organizational structure is designed to foster innovation and efficient execution.
Top Products and Market Share
Key Offerings
- Actively Managed ETFs: A suite of actively managed ETFs focusing on various sectors like technology, healthcare, and ESG investing. Market share is difficult to determine, but estimated to be around 2-3% of the total ETF market. Competitors include ARK Invest, Dimensional Fund Advisors, and BlackRock.
- Index-Tracking ETFs: A range of passively managed ETFs tracking broad market indices and specific sectors. Competing against iShares, Vanguard, and State Street.
Market Dynamics
Industry Overview
The financial services industry, particularly the ETF market, is highly competitive and experiencing rapid growth. Innovation in product offerings and increased demand from retail and institutional investors are key drivers.
Positioning
Tidal Trust III positions itself as an innovative and agile provider of investment solutions, focusing on specialized ETFs and personalized fund services. Their competitive advantage lies in their ability to quickly adapt to market trends and offer niche investment strategies.
Total Addressable Market (TAM)
The global ETF market is estimated to be over $10 trillion. Tidal Trust III is positioned to capture a small but growing share of this market through its specialized ETF offerings. Exact data difficult to get but some data sources expect the TAM to grow to 15T+ by 2030
Upturn SWOT Analysis
Strengths
- Innovative ETF product offerings
- Strong fund administration capabilities
- Experienced management team
- Agile and adaptable business model
Weaknesses
- Limited brand recognition compared to larger competitors
- Smaller asset base relative to industry leaders
- Dependence on key personnel
- Vulnerable to market volatility
Opportunities
- Growing demand for specialized ETFs
- Expanding fund administration services to new clients
- Strategic partnerships with institutional investors
- Geographic expansion into new markets
Threats
- Increased competition from established players
- Regulatory changes impacting ETF industry
- Market downturn affecting asset values
- Technological disruption from fintech companies
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard (Private)
- State Street (STT)
- ARK Invest (Private)
Competitive Landscape
Tidal Trust III faces intense competition from larger, well-established players in the ETF market. Its advantage lies in its ability to offer specialized and innovative ETFs, but it needs to continue building its brand and asset base to compete effectively.
Growth Trajectory and Initiatives
Historical Growth: The company experienced rapid growth in its early years, driven by the increasing popularity of ETFs and its ability to launch innovative products.
Future Projections: Future growth is projected to be driven by continued expansion of its ETF offerings, strategic partnerships, and geographic expansion. However, market volatility and increased competition could impact growth projections.
Recent Initiatives: Recent initiatives include launching new ESG-focused ETFs, expanding fund administration services, and forming partnerships with fintech companies.
Summary
Tidal Trust III is a smaller investment management firm that focuses on ETF creation and fund administration. The firm's strength lies in its innovative product offerings and agile business model, but it faces challenges in terms of brand recognition and asset base compared to larger competitors. To continue growing, Tidal Trust III should focus on expanding its product offerings, building strategic partnerships, and increasing its brand awareness. Market volatility and regulatory changes also pose potential risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
- Market Data Providers
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and based on available data. Actual results may vary.
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 III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2025-01-22 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing principally in cash settled copper futures contracts ("Copper Futures Contracts"), and in cash, cash-like instruments or high-quality securities that serve as collateral to the Copper Futures Contracts ("Collateral Investments"). The fund is non-diversified.
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