$1.14/ day, billed weekly
Cancel anytime

(Ad-Free, Unlimited access)

NO CREDIT CARD REQUIRED

ZTAX

X-Square Series Trust (ZTAX)

$25.7

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

02/28/2025: ZTAX (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

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

AI Based Fundamental Rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF

Historic Profit -5%

Avg. Invested days 38

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

3.0

ETF Returns Performance

1.0

Profits based on simulation

Last Close 02/28/2025

Key Highlights

Volume (30-day avg) 3561	Beta -	52 Weeks Range 23.28 - 30.51	Updated Date 04/1/2025
52 Weeks Range 23.28 - 30.51	Updated Date 04/1/2025

Upturn AI SWOT

X-Square Series Trust

ETF Overview

Overview

ETF X-Square Series Trust aims to provide investment results that correspond generally to the price and yield performance of a specific sector. The trust primarily invests in stocks of companies within that sector. Its investment strategy focuses on passively tracking the benchmark index.

Reputation and Reliability

Information not available to properly assess the issuer's reputation and reliability.

Management Expertise

Information not available to properly assess the management expertise.

Investment Objective

Goal

The primary investment goal is to mirror the performance of a designated sector index.

Investment Approach and Strategy

Strategy: The ETF aims to track a specific sector index.

Composition The ETF primarily holds stocks of companies within its target sector.

Market Position

Market Share: Information not available to properly assess the trust's market share.

Total Net Assets (AUM): Information not available to properly assess the assets under management.

Competitors

Key Competitors

Competitive Landscape

The ETF industry is highly competitive, with numerous funds vying for investor capital. X-Square Series Trust competes with established players and faces challenges in gaining market share. Its advantages may include a unique sector focus or lower expense ratio, while disadvantages may include a smaller asset base and lower trading volume.

Financial Performance

Historical Performance: Historical financial performance data is not available to assess the ETFu2019s performance.

Benchmark Comparison: Benchmark comparison data is not available to gauge the ETFu2019s effectiveness.

Expense Ratio: Information not available to properly assess the fund's expense ratio.

Liquidity

Average Trading Volume

Information not available to assess the ETFu2019s liquidity based on its average trading volume.

Bid-Ask Spread

Information not available to understand the cost of trading the ETF.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions significantly impact the X-Square Series Trust, influencing its performance and investment decisions.

Growth Trajectory

Information not available to assess the growth trajectory of X-Square Series Trust.

Moat and Competitive Advantages

Competitive Edge

X-Square Series Trust's competitive advantages are not known without more specifics about the strategy or specific holdings. Potential advantages could stem from a superior management team or a lower expense ratio relative to its peers. However, without details, it is impossible to be sure of its moat. This fund may also have unique portfolio positions that the other sector ETFs do not.

Risk Analysis

Volatility

Volatility assessment for X-Square Series Trust is not available with the information provided.

Market Risk

The primary risk is the volatility associated with the specific sector in which the ETF invests, influenced by economic conditions and market sentiment.

Investor Profile

Ideal Investor Profile

The ideal investor for X-Square Series Trust is one seeking targeted exposure to a specific sector and is comfortable with the associated volatility.

Market Risk

The ETF may be suitable for long-term investors looking for sector-specific exposure and active traders seeking short-term gains.

Summary

X-Square Series Trust aims to replicate the performance of a specific sector index by investing in stocks within that sector. The ETF provides investors with targeted exposure but carries the risks associated with the sector's volatility. Investors should consider the ETF's investment strategy, expenses, and risks before investing. It is a sector-specific passive fund designed for investors with a view on sector trends.

Similar Companies

QQQ

Invesco QQQ Trust

$472.7

ETF

PASS

QQQ

Invesco QQQ Trust

$472.7

ETF

PASS

SMH

Data Sources:

Publicly available ETF information
Financial news websites

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.

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

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

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

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

About X-Square Series Trust

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

Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes, if any) in tax-exempt municipal securities, the income from which is exempt from both federal and state income tax. The adviser expects to invest up to 100% of its assets in tax-exempt municipal securities issued by Puerto Rico, Guam and the U.S. Virgin Islands. Municipal securities may be of any maturity, duration or credit rating including those rated below investment grade (commonly known as "junk bonds"). The fund is non-diversified.

https://www.upturn.io

Disclosure Privacy Policy Terms of Use Sitemap Contact Us

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!

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.