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

IndexIQ Active ETF Trust (SECR)

Upturn stock ratingUpturn stock rating
$26.07
Delayed price
Profit since last BUY2.16%
upturn advisory
Consider higher Upturn Star rating
BUY since 41 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • 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

04/01/2025: SECR (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 2.16%
Avg. Invested days 41
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 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 11104
Beta -
52 Weeks Range 24.15 - 26.20
Updated Date 04/1/2025
52 Weeks Range 24.15 - 26.20
Updated Date 04/1/2025

ai summary icon Upturn AI SWOT

IndexIQ Active ETF Trust

stock logo

ETF Overview

overview logo Overview

IndexIQ Active ETF Trust is an actively managed ETF designed to provide investors with exposure to a diversified portfolio of assets, focusing on generating income or capital appreciation based on the specific ETF's objective within the trust.

reliability logo Reputation and Reliability

IndexIQ is known for its innovative and active investment strategies, with a reputation for providing unique ETF solutions. However, track record may vary across specific funds.

reliability logo Management Expertise

IndexIQ has a team of experienced investment professionals dedicated to managing its active ETF strategies. Expertise varies depending on the specific fund.

Investment Objective

overview logo Goal

The primary investment goal varies by ETF within the IndexIQ Active ETF Trust, with objectives ranging from income generation to capital appreciation, depending on the specific fund's strategy.

Investment Approach and Strategy

Strategy: IndexIQ Active ETF Trust employs active management strategies to potentially outperform benchmarks or achieve specific investment objectives.

Composition The asset composition varies greatly depending on the specific fund, potentially including stocks, bonds, commodities, currencies, or a combination thereof.

Market Position

Market Share: Market share varies significantly depending on the specific fund within the IndexIQ Active ETF Trust, which can range from small to moderate.

Total Net Assets (AUM): AUM varies significantly across individual ETFs within the trust. Provide the symbol for the ETF you want the total net assets for.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape varies by specific ETF within the trust. Active ETFs compete with passive index funds and other actively managed funds. Advantages include potential for outperformance through active management. Disadvantages include higher expense ratios and the risk of underperformance relative to benchmarks.

Financial Performance

Historical Performance: Historical performance data depends on the specific ETF within the IndexIQ Active ETF Trust. Review the specific fund's fact sheet for performance metrics.

Benchmark Comparison: Benchmark comparison depends on the specific ETF and its investment strategy. This varies across the IndexIQ Active ETF Trust suite of funds.

Expense Ratio: Expense ratio depends on the specific ETF. Consult the fund's prospectus for exact fee details.

Liquidity

Average Trading Volume

Liquidity varies significantly depending on the specific ETF within the IndexIQ Active ETF Trust; some funds may have lower trading volumes than more established ETFs.

Bid-Ask Spread

Bid-ask spreads also vary across the different funds within the trust, influenced by trading volume and market interest, with lower volume funds potentially experiencing wider spreads.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions affect the performance of specific ETFs within the IndexIQ Active ETF Trust differently.

Growth Trajectory

Growth trends and patterns depend on the specific ETF within the trust. Changes to strategy and holdings are subject to the fund's active management.

Moat and Competitive Advantages

Competitive Edge

IndexIQ Active ETF Trust's competitive advantage lies in its active management approach, which aims to outperform benchmarks. They offer a range of specialized ETFs, giving investors access to strategies not commonly found in passive funds. Their active management teams adjust portfolios based on market conditions. This flexibility allows them to potentially capture opportunities and mitigate risks more effectively than passive strategies. Focus on innovation and specialized investment themes may also provide an edge.

Risk Analysis

Volatility

Volatility depends on the specific ETF's underlying assets and investment strategy. Review each fund individually to determine volatility.

Market Risk

Market risk depends on the specific ETF's holdings and the overall market conditions. Different asset classes carry different levels of market risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF. Generally, investors seeking active management and potential for outperformance.

Market Risk

Suitability depends on the specific ETF. May be suitable for long-term investors seeking active management or active traders looking for tactical opportunities.

Summary

IndexIQ Active ETF Trust offers a range of actively managed ETFs targeting various investment objectives and asset classes. These ETFs aim to provide investors with the potential for outperformance through active management, but with higher expense ratios. Investors should carefully consider the specific fund's strategy, risk profile, and historical performance. Due to the active nature of the funds, understanding the investment process is vital for making informed decisions. Before investing, consult with a financial advisor.

Similar Companies

ARKFratingrating

ARK Fintech Innovation ETF

$33.91
ETF
0%
PASS

ARKFratingrating

ARK Fintech Innovation ETF

$33.91
ETF
0%
PASS

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

ARKKratingrating

ARK Innovation ETF

$47.8
ETF
0%
PASS

ICLNratingrating

iShares Global Clean Energy ETF

$11.49
ETF
-2.54%
WEAK BUY
BUY since 11 days

ICLNratingrating

iShares Global Clean Energy ETF

$11.49
ETF
BUY since 11 days
-2.54%
WEAK BUY

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Fact Sheets

Disclaimers:

The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About IndexIQ Active ETF Trust

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

The fund, under normal circumstances, invests at least 80% of its assets in securitized assets, which include commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), agency and non-agency residential mortgage-backed securities (RMBS), collateralized mortgage obligations (CMOs), and collateralized loan obligations (CLOs).

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​