Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ads Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BUXX
Upturn stock ratingUpturn stock rating

EA Series Trust (BUXX)

Upturn stock ratingUpturn stock rating
$20.33
Delayed price
Profit since last BUY5.72%
upturn advisory
Consider higher Upturn Star rating
BUY since 246 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/21/2025: BUXX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type ETF
Historic Profit 5.72%
Avg. Invested days 246
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 156118
Beta -
52 Weeks Range 19.16 - 20.49
Updated Date 01/21/2025
52 Weeks Range 19.16 - 20.49
Updated Date 01/21/2025

AI Summary

Summary of ETF EA Series Trust

Please note that due to my knowledge cutoff in November 2023, the information below may not be entirely current. It is recommended to conduct further research using up-to-date sources before making any investment decisions.

Profile:

ETF EA Series Trust is an exchange-traded fund (ETF) offered by the company EA Advisors, LLC. Information on their specific target sector, asset allocation, and investment strategy is unavailable at this time.

Objective:

The primary investment goal of ETF EA Series Trust is to provide investors with capital appreciation and income.

Issuer:

Issuer:

  • Reputation and Reliability: EA Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). However, their website lacks details regarding their reputation and track record, making it difficult to assess their reliability.
  • Management: Information about the management team responsible for the ETF is unavailable at this time.

Market Share & Total Net Assets:

The market share and total net assets of ETF EA Series Trust are currently unknown.

Moat:

Information regarding the ETF’s competitive advantages, such as unique strategies, superior management, or niche market focus, is unavailable at this time.

Financial Performance:

  • Historical performance: Data on the ETF's historical financial performance and benchmark comparisons is unavailable at this time.
  • Growth Trajectory: The ETF's current growth trajectory cannot be determined due to the lack of data.

Liquidity:

  • Average Trading Volume: The ETF's average trading volume is currently unknown.
  • Bid-Ask Spread: The ETF's bid-ask spread is currently unavailable.

Market Dynamics:

An analysis of market factors affecting the ETF's environment, including economic indicators, sector growth prospects, and current market conditions, is currently unavailable.

Competitors:

Information on ETF EA Series Trust's key competitors and their market share percentages is unavailable at this time.

Expense Ratio:

The expense ratio, including management fees and other operational costs, is currently unknown.

Investment Approach and Strategy:

  • Strategy: The underlying strategy followed by the ETF is unavailable at this time.
  • Composition: Details regarding the assets held by the ETF, including stocks, bonds, commodities, or a mix, are currently unavailable.

Key Points:

  • The primary investment goal of ETF EA Series Trust is to provide investors with capital appreciation and income.
  • The ETF is offered by EA Advisors, LLC, a registered investment advisor with the SEC.
  • Information regarding the ETF's specific holdings, performance, and market dynamics is unavailable at this time.

Risks:

  • Volatility: Historical volatility data for the ETF is currently unavailable.
  • Market Risk: Specific risks associated with the ETF's underlying assets are currently unavailable.

Who Should Consider Investing:

Due to the lack of available information about the ETF's specifics, it is difficult to identify the ideal investor profile for ETF EA Series Trust. Further research is necessary before making any investment decisions.

Fundamental Rating Based on AI:

Based on the limited available information, it is not possible to provide an accurate AI-based fundamental rating for ETF EA Series Trust. A comprehensive evaluation requires a thorough analysis of financial health, market position, and future prospects, which is not feasible with the current data.

Resources and Disclaimers:

Due to the lack of available information for this specific ETF, this summary relies on limited resources. Further research using up-to-date sources, including the ETF's website, SEC filings, and other reputable sources, is highly recommended before making any investment decisions. This summary is not financial advice and should not be used as the sole basis for investment decisions. Please consult a financial professional for personalized investment guidance.

About EA Series Trust

Exchange NYSE
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed exchange-traded fund ("ETF") that, using an enhanced cash strategy, seeks to achieve its investment objective, under normal circumstances, by investing at least 80% of its net assets in U.S.-dollar denominated investment-grade fixed- and floating-rate bonds, and debt securities. Under normal circumstances, the fund will seek to maintain a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. The fund is non-diversified.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​