Beyond the RANK & File: Combining Technicals and Fundamentals

The Defiance KSM TipRanks Analyst ETF (RANK), launched at the end of June, seeks to bridge fundamental and technical analysis through a rules-based strategy. RANK tracks the TipRanks US Momentum Analysts Index, calculated and administered by VettaFi LLC using proprietary sentiment data from TipRanks Ltd. The process begins with the 500 largest U.S.-listed companies. It selects the 100 stocks with the highest volume of Wall Street BUY recommendations, then applies long-term moving-average filters to identify 50 equities showing the strongest upward momentum. Constituents are size-weighted, subject to strict single-stock and sector concentration caps, and rebalanced quarterly as analyst sentiment and price trends change. In its first full month through July, RANK produced notable gains despite heavy volatility. Corpay Inc. (CPAY) led individual returns with a 14.65% gain. Amazon (AMZN) rose 13.95% and generated the largest single contribution, 0.83%, supported by its 5.93% average portfolio weight. As of August 4, 2026, Amazon was the fund’s largest holding, with a 7% allocation. Baker Hughes Company (BKR) gained 9%, ranking among the leading contributors. The early results illustrate the potential benefits of combining analyst consensus with technical momentum, although one month does not establish a long-term performance record. Concentration limits and dynamic rebalancing are designed to support diversification and reduce exposure to declining securities. An institutional webcast, “Fundamental and Technical Analysis to Improve Your Portfolio’s RANK,” is scheduled for Friday, August 14. Uri Gruenbaum, CEO of TipRanks, and Brendan Cavanaugh, chief strategy officer at Defiance Investments, will discuss the methodology, combined signals and rebalancing. VettaFi receives an index licensing fee as RANK’s index provider. RANK is not issued, sponsored, endorsed or sold by VettaFi, and VettaFi and its affiliates have no obligation or liability regarding the fund’s issuance, administration, marketing or trading.