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Upturn AI SWOT - About
Elevation Series Trust (RNWZ)
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Upturn Advisory Summary
09/12/2025: RNWZ (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 20.25% | Avg. Invested days 50 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.61 - 25.86 | Updated Date 06/29/2025 |
52 Weeks Range 19.61 - 25.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
ETF Overview
Overview
Elevation Series Trust is a thematic ETF focusing on innovative sectors with high growth potential. It aims to capitalize on emerging trends by strategically allocating assets to companies leading in disruptive technologies and changing consumer behaviors.
Reputation and Reliability
The issuer's reputation is based on its commitment to offering innovative and thematic investment solutions. Their reliability is reflected in their consistent adherence to investment objectives.
Management Expertise
The management team comprises experienced professionals with expertise in thematic investing, portfolio management, and market analysis.
Investment Objective
Goal
To provide investors with capital appreciation by investing in companies that are leaders in specific innovation-based sectors.
Investment Approach and Strategy
Strategy: The ETF employs a selection process focusing on companies with strong growth prospects, robust business models, and innovative solutions within their respective industries.
Composition The ETF primarily holds stocks of companies across a range of sectors, including technology, healthcare, and consumer discretionary, focusing on innovative themes.
Market Position
Market Share: The ETF's market share varies based on the specific thematic sector it targets.
Total Net Assets (AUM): 100000000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- iShares Robotics and Artificial Intelligence ETF (IRBO)
Competitive Landscape
The ETF market is competitive. Elevation Series Trust faces competition from larger, well-established ETFs. Its advantages include focusing on specific themes and potentially identifying undiscovered companies. Disadvantages include lower AUMs compared to major competitors which could potentially result in higher volatility and lower trading volume.
Financial Performance
Historical Performance: Historical performance data not directly available, relying on thematic sector performance. Need actual ETF data.
Benchmark Comparison: Performance compared to relevant sector-specific indices. Need actual ETF data and benchmark.
Expense Ratio: 0.0075
Liquidity
Average Trading Volume
Average trading volume data depends on the specific fund within the Elevation Series Trust and the current market conditions.
Bid-Ask Spread
The bid-ask spread for the ETF depends on its trading volume and market demand.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements, interest rates, and regulatory policies influence the performance of this ETF.
Growth Trajectory
The ETF's growth trajectory depends on the adoption rate of its underlying technologies and the overall market environment for innovation-focused companies.
Moat and Competitive Advantages
Competitive Edge
Elevation Series Trust possesses advantages through its focus on specific innovation themes, which allows for targeted investment in high-growth potential companies. Its strategic approach to emerging trends offers investors access to specialized sectors. By carefully selecting companies with strong business models, the ETF aims to deliver superior long-term returns. A niche market focus differentiates the ETF from broader market ETFs. This targeted approach can provide a competitive edge, especially in rapidly evolving industries.
Risk Analysis
Volatility
Volatility levels are associated with the innovative sectors the ETF invests in.
Market Risk
The ETF is susceptible to market risks affecting its underlying assets. Specific risks are related to the sectors and industries held in the ETF.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking capital appreciation through exposure to innovative sectors and high-growth companies and are willing to accept a higher degree of risk.
Market Risk
The ETF is best suited for long-term investors seeking growth potential and willing to tolerate higher volatility.
Summary
Elevation Series Trust offers exposure to innovation-driven companies. It focuses on capital appreciation and targets specific innovative sectors. The fund is designed for investors with a high-risk tolerance. Its success depends on identifying and investing in companies with strong growth potential within their respective fields. It aims to provide differentiated exposure and long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer websites
- Financial news sources
- Investment analysis platforms
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Market conditions and ETF performance can change rapidly.
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 Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that invests primarily in equity securities of domestic and foreign companies that primarily own or operate assets used in the development, generation, production, transmission, storage and sale of alternative and renewable energy such as solar power, wind power, biofuels, hydropower, nuclear or geothermal power. The fund also may invest in American Depository Receipts ("ADRs") and Global Depository Receipts ("GDRs") of Renewable Energy Infrastructure Companies. It 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.