Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
- About
Tidal Trust III (CPXR)
- 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
06/27/2025: CPXR (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.89% | Avg. Invested days 15 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Tidal Trust III
Company Overview
History and Background
Tidal Trust III is a platform that offers exchange-traded funds (ETFs). While Tidal Trust III itself doesn't have a long operational history like a traditional company, it functions as a legal structure (a trust) that allows various investment advisors to launch and manage their own ETFs under a common umbrella. It focuses on providing a compliant and cost-effective solution for asset managers seeking to offer ETF products. In 2016, the SEC ruled that a single ETF 'master-feeder' fund structure was allowable, leading to the creation of trusts like Tidal Trust III which act as the 'master' fund.
Core Business Areas
- ETF Platform Services: Provides legal, compliance, and administrative infrastructure for investment advisors to launch and manage ETFs. This includes regulatory filings, fund accounting, and other operational support.
Leadership and Structure
Tidal Trust III operates as a trust. The leadership consists of the trustee and administrative service providers, rather than a traditional C-suite. Specific individuals vary depending on the underlying ETFs within the trust.
Top Products and Market Share
Key Offerings
- ETFs: Offers a diverse range of ETFs managed by different investment advisors utilizing Tidal Trust III's platform. The market share and revenue of individual ETFs vary significantly depending on the investment strategy, asset class, and market conditions. Competitors include State Street SPDR, Vanguard, iShares (BlackRock), Invesco.
Market Dynamics
Industry Overview
The ETF industry is experiencing rapid growth, driven by increasing investor demand for low-cost, transparent, and liquid investment vehicles. New ETFs are constantly being launched, focusing on various asset classes, investment strategies, and thematic exposures. The competitive landscape is intense, with major asset managers and smaller boutique firms vying for market share.
Positioning
Tidal Trust III positions itself as a cost-effective and efficient platform for investment advisors seeking to launch and manage ETFs. It provides a turnkey solution that reduces the operational burden and regulatory complexities associated with launching a new fund.
Total Addressable Market (TAM)
The total ETF market is valued in the trillions of dollars. Tidal Trust III's success depends on its ability to attract and retain investment advisors who can launch successful ETFs on its platform. Its market share within this TAM depends on how many ETFs leverage their platform.
Upturn SWOT Analysis
Strengths
- Cost-effective platform
- Efficient ETF launch process
- Compliance expertise
- Diversified ETF offerings
- Turnkey Solution
Weaknesses
- Reliance on investment advisor success
- Limited brand recognition as Tidal Trust III itself
- Potential for advisor turnover
- Vulnerability to regulatory changes
Opportunities
- Growth in the ETF market
- Increasing demand for specialized ETFs
- Partnerships with asset managers
- Expansion into new asset classes
- International Expansion
Threats
- Increased competition from other ETF platforms
- Regulatory changes impacting ETFs
- Market downturn affecting ETF assets under management
- Consolidation in the asset management industry
- Economic Factors
Competitors and Market Share
Key Competitors
- State Street (STT)
- Vanguard (Not Public)
- BlackRock (BLK)
- Invesco (IVZ)
Competitive Landscape
Tidal Trust III competes with other ETF platforms by offering a cost-effective and efficient solution for launching ETFs. Its success depends on its ability to attract and retain investment advisors who can launch successful ETFs. Smaller trust firms have gained share, so a smaller percentage was added to Tidal Trust III above.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the overall expansion of the ETF market and Tidal Trust III's ability to attract new investment advisors and ETFs to its platform.
Future Projections: Future projections depend on the continued growth of the ETF market, the ability to innovate with new ETF products, and the competitive landscape within the ETF platform industry.
Recent Initiatives: Recent initiatives likely include expanding the range of ETF services offered, attracting new investment advisors, and developing new ETF products to meet changing investor demands.
Summary
Tidal Trust III provides a crucial service for investment advisors looking to launch ETFs, benefiting from the growing popularity of these investment vehicles. Its success is tied to attracting successful fund managers and maintaining a compliant and cost-effective platform. Intense competition and regulatory changes pose potential challenges. Future growth depends on innovation and adaptation to the evolving ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF.com
- Company Press Releases
- Investopedia
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on available information. AI rating is based on a simplified fundamental analysis and is not a substitute for professional investment advice.
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.
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.