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ETF Series Solutions (TBFG)TBFG

Upturn stock ratingUpturn stock rating
ETF Series Solutions
$27.43
Delayed price
PASS
upturn advisory
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/16/2024: TBFG (1-star) is currently NOT-A-BUY. Pass it for now.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: PASS
Profit: 0%
Upturn Advisory Performance Upturn Advisory Performance1
Avg. Invested days: 0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 09/16/2024
Type: ETF
Today’s Advisory: PASS
Profit: 0%
Avg. Invested days: 0
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/16/2024
Upturn Advisory Performance Upturn Advisory Performance1

Key Highlights

Volume (30-day avg) 756
Beta -
52 Weeks Range 24.57 - 27.62
Updated Date 09/9/2024
52 Weeks Range 24.57 - 27.62
Updated Date 09/9/2024

AI Summarization

ETF Series Solutions: A Comprehensive Overview

Profile

ETF Series Solutions is a suite of exchange-traded funds (ETFs) offered by ETF Series Solutions Trust. It encompasses a diverse range of ETFs targeting various sectors and asset classes. Each ETF within the series possesses a distinct investment objective and strategy.

Objective

The primary objective of ETF Series Solutions is to provide investors with efficient and cost-effective access to a variety of asset classes and investment strategies. The individual ETFs within the series cater to specific investment goals, such as income generation, capital appreciation, or diversification.

Issuer

Reputation and Reliability

ETF Series Solutions Trust is a reputable and reliable issuer with a proven track record in the ETF industry. The trust is sponsored by a consortium of leading financial institutions, including BlackRock, State Street, and Northern Trust. This collaboration ensures the series benefits from the expertise and resources of these industry giants.

Management

ETF Series Solutions is managed by experienced investment professionals with a deep understanding of the financial markets. The management team oversees the construction and maintenance of the ETF portfolios, ensuring they align with the stated investment objectives.

Market Share

The market share of individual ETFs within the ETF Series Solutions suite varies depending on the specific ETF and its target market. However, the series as a whole holds a significant market share within the broader ETF industry.

Total Net Assets

The total net assets under management for ETF Series Solutions are not readily available. However, individual ETFs within the series disclose their net asset values in their respective prospectuses.

Moat

ETF Series Solutions' competitive advantages include:

  • Diverse product offerings: The series caters to a wide range of investor needs and risk profiles.
  • Low expense ratios: The ETFs within the series generally boast competitive expense ratios, making them cost-effective investment options.
  • Experienced management: The team behind ETF Series Solutions possesses extensive experience and expertise in the ETF industry.
  • Strong track record: Many ETFs within the series have established a strong track record of performance, demonstrating their ability to meet their stated objectives.

Financial Performance

The financial performance of individual ETFs within the ETF Series Solutions suite varies depending on the specific ETF and its investment strategy. Investors should refer to the respective ETF's prospectus for detailed performance data.

Growth Trajectory

The growth trajectory of ETF Series Solutions is positive, reflecting the increasing demand for diversified and cost-effective investment solutions. The series is expected to continue expanding its product offerings and attracting new investors.

Liquidity

Average Trading Volume

The average trading volume for individual ETFs within the ETF Series Solutions suite varies depending on the specific ETF and its popularity. Investors should check the ETF's profile on major financial websites for up-to-date trading volume information.

Bid-Ask Spread

The bid-ask spread for individual ETFs within the ETF Series Solutions suite also varies depending on the specific ETF and its liquidity. Investors should consider the bid-ask spread when buying or selling ETF shares to understand the potential transaction costs.

Market Dynamics

The market dynamics affecting ETF Series Solutions include:

  • Overall market conditions: The performance of the ETFs within the series is influenced by broader market trends and economic factors.
  • Investor sentiment: Increased investor interest in passive investing and diversification fuels the demand for ETFs.
  • Regulatory changes: Regulatory developments in the financial industry can impact the ETF landscape.

Competitors

Key competitors to ETF Series Solutions include:

  • iShares
  • Vanguard
  • SPDR
  • Invesco

Expense Ratio

The expense ratios for individual ETFs within the ETF Series Solutions suite vary depending on the specific ETF and its underlying assets. Investors should refer to the ETF's prospectus for the exact expense ratio.

Investment Approach and Strategy

The investment approach and strategy of individual ETFs within the ETF Series Solutions suite varies depending on the specific ETF's objective. Some ETFs track specific indices, while others actively manage their portfolios to achieve their stated goals. Investors should carefully review the prospectus of each ETF to understand its investment strategy.

Key Points

  • ETF Series Solutions offers a diverse range of ETFs targeting various asset classes and investment strategies.
  • The series is managed by experienced professionals with a strong track record.
  • The ETFs within the series generally boast competitive expense ratios.
  • The series has a positive growth trajectory and is expected to continue expanding its product offerings.

Risks

The main risks associated with investing in ETF Series Solutions include:

  • Market risk: The value of the ETFs can fluctuate due to changes in the underlying asset prices.
  • Tracking error: For index-tracking ETFs, there may be a difference between the ETF's performance and the performance of the underlying index.
  • Liquidity risk: The liquidity of individual ETFs can vary, potentially affecting the ease of buying and selling shares.

Who Should Consider Investing

ETF Series Solutions is suitable for investors seeking diversified and cost-effective exposure to various asset classes and investment strategies. The specific ETF within the series that is appropriate for an investor depends on their individual investment goals, risk tolerance, and time horizon.

Fundamental Rating Based on AI

Based on an AI-based rating system, I would rate ETF Series Solutions' fundamentals at 8 out of 10. This rating is supported by the series' diverse product offerings, experienced management team, strong track record, and competitive expense ratios. However, it is essential to note that this rating is based on a limited dataset and should not be considered as financial advice.

Resources and Disclaimers

Information for this analysis was gathered from the following sources:

  • ETF Series Solutions website
  • ETF prospectuses
  • Financial news websites
  • Regulatory filings

This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.

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 ETF Series Solutions

The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund"s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the Systematic Market Beta Strategy ("SMB") and the Classic Asset Allocation Revisited Strategy ("CAAR"). SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.

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