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Upturn AI SWOT - About
Tidal Trust III (RGEF)
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Upturn Advisory Summary
08/14/2025: RGEF (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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 3.09% | Avg. Invested days 37 | 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 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 21.74 - 27.77 | Updated Date 02/26/2025 |
52 Weeks Range 21.74 - 27.77 | 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 registered investment company that serves as a platform for diverse investment strategies. It focuses on providing operational, compliance, and distribution support for exchange-traded funds (ETFs). Founded to streamline the ETF launch and management process, Tidal Trust III has grown by offering comprehensive solutions to asset managers looking to enter the ETF market.
Core Business Areas
- ETF Platform: Provides a platform for launching and managing ETFs, including regulatory compliance, fund administration, and operational support.
- Fund Administration: Offers fund accounting, reporting, and tax services to ETF sponsors.
- Distribution Services: Assists ETF sponsors with marketing and distribution strategies to reach investors.
- Compliance Services: Ensures that ETFs comply with all applicable securities laws and regulations.
Leadership and Structure
The leadership team of Tidal Trust III typically includes experienced professionals in fund management, legal compliance, and operations. The organizational structure is designed to provide specialized support for ETF sponsors across various functional areas.
Top Products and Market Share
Key Offerings
- ETF Launch Platform: Facilitates the launch of new ETFs by providing the necessary infrastructure and support. Market share within the ETF launch platform segment is difficult to quantify precisely, but Tidal Trust III competes with other established platforms and independent service providers. Competitors include Ultimus Fund Solutions and SEI Investments.
- Fund Administration Services: Provides ongoing fund administration services to ETFs. Market share varies, but these services are essential for ETF operations. Competitors include State Street and BNY Mellon.
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increasing investor demand for passively managed investment products. This growth has led to increased competition among ETF providers and service providers.
Positioning
Tidal Trust III is positioned as a comprehensive ETF platform provider, offering a range of services to support ETF sponsors. Its competitive advantage lies in its ability to streamline the ETF launch and management process.
Total Addressable Market (TAM)
The TAM for ETF platform services is substantial, estimated in the billions of dollars annually, reflecting the growing ETF market. Tidal Trust III aims to capture a significant share of this market by providing comprehensive and efficient services.
Upturn SWOT Analysis
Strengths
- Comprehensive ETF platform
- Experienced management team
- Strong compliance infrastructure
- Focus on client service
Weaknesses
- Reliance on ETF industry growth
- Competition from larger service providers
- Potential regulatory changes
- Dependence on third-party service providers
Opportunities
- Expanding ETF market
- Increasing demand for specialized ETFs
- Partnerships with asset managers
- Technological advancements
Threats
- Increased competition
- Regulatory changes
- Economic downturn
- Market volatility
Competitors and Market Share
Key Competitors
- SEI (SEIC)
- State Street (STT)
- BNY Mellon (BK)
Competitive Landscape
Tidal Trust III competes with larger, more established service providers in the ETF industry. Its competitive advantages may include its specialized focus, comprehensive service offerings, and client-centric approach. Disadvantages may include limited resources compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is tied to the expansion of the ETF market and the ability to attract new ETF sponsors.
Future Projections: Future growth depends on continued ETF market growth and the ability to maintain a competitive advantage.
Recent Initiatives: Recent initiatives may include enhancing platform capabilities, expanding service offerings, and forging strategic partnerships.
Summary
Tidal Trust III operates in the growing ETF service market, providing a platform for launching and managing ETFs. While not publicly traded and financial details unavailable, it benefits from the overall ETF industry growth. Competitive pressures and regulatory changes remain key watchpoints. The company's success hinges on maintaining its competitive edge and ability to attract new ETF sponsors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Industry reports
- Company websites
- Analyst estimates
Disclaimers:
The data provided is based on available information and analyst estimates, and may not be entirely accurate. Financial data for Tidal Trust III is not publicly available.
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 2024-10-28 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of the fund"s net assets (plus the amount of borrowings, if any, for investment purposes) in global equity securities. It will invest primarily in securities of companies domiciled in developed markets, but may invest up to 30% of its net assets in securities of companies domiciled in emerging and frontier markets.
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