AIVL2.315%
as of Jul 17
RTX
DefensiveRTX CORP
RTX Corporation, an aerospace and defense company, provides systems and services for commercial, military, and government customers worldwide. It operates through three segments: Collins Aerospace (Collins), Pratt & Whitney, and Raytheon. The Collins segment offers aerospace and defense products, and aftermarket services for civil and military aircraft manufacturers and commercial airlines, as well as regional, business, and general aviation, defense, and commercial space operations.
Close · 3M
-6.62%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals18
Win rate72% (13/18)
Avg buy return+3.24%
AIVL · Weight decrease · 3d
The AI-managed AIVL ETF incrementally reduced its position in RTX over three consecutive days, moving from 2.4079% to 2.3531%. This subtle, persistent trimming aligns with the stock’s current price of $195.93, which places it at 92% of its 52-week high after a 35.4% one-year return. Given AIVL's strategy of identifying genuine value within a pre-filtered pool using valuation metrics like P/E and P/B, RTX's PER of 36.47 and PBR of 3.77 suggest its valuation has become less compelling through the AI’s lens. The system is adjusting its exposure as RTX's market price appreciation potentially strains its fit within the fund's core value-factor criteria, prompting a measured de-emphasis.
weight 2.409% → 2.353% (-0.056 pp)·stock up 9.3% in the 30 days before
Jul 9·entry $195.20·now $194.44
-0.39%
since Jul 9
AIVL · Accumulation · 5d
The observed weight changes in AIVL for RTX depict a progressive accumulation from late June to early July, as the stock, currently trading at $195.20, was emerging from a 90-day decline of 8.0%. This pattern aligns with WisdomTree's methodology, where the AI likely identified RTX's fundamental strength, such as its 10.56% revenue growth and 11.23% ROE, as signaling genuine long-term value within the industrials sector, despite a P/E of 36.47 and P/B of 3.77. The AI, designed to distinguish actual value from value traps within its pre-filtered universe, likely initiated its accumulation during the stock's recovery, maintaining its position even as RTX reached 92% of its 52-week high, indicating a conviction in the underlying merit for the periodically rebalanced portfolio.
weight 2.288% → 2.366% (+0.078 pp)·stock up 7.7% in the 30 days before
Jul 8·entry $194.91·now $194.44Fresh
-0.24%
since Jul 8
AIVL · Accumulation · 5d
Currently trading at $194.91, 92% of its 52-week high, RTX has seen an 8.9% return over the past 30 days, following a 3.8% decline in the 90 days prior, amidst a 37.9% gain over the last year. WisdomTree's AI, tasked with identifying genuine value within its pre-filtered US value pool, likely noted RTX's 10.56% revenue growth and 11.23% return on equity. Despite a P/E of 36.97 and P/B of 3.77, the system appears to differentiate RTX from a value trap based on these underlying fundamentals. AIVL's continuous increase in RTX's weight, from 2.3058% to 2.4079% over the period, suggests its algorithm maintains conviction in the stock during this recent price appreciation.
weight 2.306% → 2.408% (+0.102 pp)·stock up 12.0% in the 30 days before
Jul 7·entry $200.85·now $194.44Fresh
-3.19%
since Jul 7
AIVL · Accumulation · 5d
RTX shares currently trade at $200.85, near the top of its 52-week range of $141.38 to $212.16, having advanced 13.5% over the last 30 days and 41.6% over the past year. AIVL, a WisdomTree fund employing AI to score names within a US value-factor pool, appears to be weighing RTX's fundamental metrics of 10.56% revenue growth and 11.23% return on equity. While its PER stands at 36.97 and PBR at 3.77, the AI's role is to distinguish genuine value from potential value traps, suggesting it views these valuation metrics as justified by the company's underlying performance despite the recent price ascent. This perspective has led to a gradual accumulation, with the fund's weight in RTX increasing from 2.3321% to 2.4093% over two weeks, reflecting the AI's periodic reassessment rather than daily trading decisions.
weight 2.332% → 2.409% (+0.077 pp)·stock up 16.7% in the 30 days before
Jul 6·entry $201.37·now $194.44Fresh
-3.44%
since Jul 6
AIVL · Accumulation · 5d
WisdomTree’s AIVL, which employs artificial intelligence to identify genuine value within its approximately 100 US value stock holdings, appears to be behind the gradual accumulation of RTX. This deliberate pattern, evident in the weight increase from 2.2508% to 2.3993% over several days, suggests the AI's sophisticated scoring system identified RTX as a compelling opportunity, distinguishing it from a value trap. While the stock trades at 94% of its 52-week high, the AI likely focused on the company’s 10.56% revenue growth and 11.23% ROE, seeing underlying quality despite its current PER of 36.97. This activity aligns with the fund’s periodic rebalancing approach, allowing its AI to act on fundamental and valuation signals to enhance the portfolio. The AI's process prioritizes long-term financial health and growth prospects within its value-tilted universe.
weight 2.251% → 2.399% (+0.148 pp)·stock up 14.3% in the 30 days before
Jul 2·entry $199.25·now $194.44Fresh
-2.41%
since Jul 2
AIVL · Weight increase · 3d
WisdomTree’s AIVL ETF deploys AI to score US value stocks, seeking to differentiate genuine value from value traps within its approximately 100-stock portfolio through fundamental and valuation metrics. The consistent increase in RTX’s weight, rising from 2.3104% on June 26th to 2.3693% by July 1st, signals a sustained positive re-evaluation by the AI algorithm. This periodic adjustment suggests that RTX’s 10.56% revenue growth and 11.23% ROE are significantly enhancing its standing, even with a P/E of 36.97. Consequently, the AI is likely identifying RTX as a more compelling holding within its value universe, despite the stock trading at 90% of its 52-week high.
weight 2.288% → 2.369% (+0.081 pp)·stock up 10.0% in the 30 days before
Jul 1·entry $191.78·now $194.44Fresh
+1.39%
since Jul 1
AIVL · Weight increase · 2d
RTX's current PER of 34.47 and PBR of 3.77 are considered alongside its 10.56% revenue growth and 11.23% return on equity, metrics the WisdomTree AI utilizes to distinguish genuine value from value traps within its pre-filtered US value-factor universe. This AI-driven assessment likely perceived an opportunity for the Industrials sector stock, given its current price of $189.73, which experienced a -7.4% 90-day return before a recent +7.8% 30-day surge, positioning it at approximately 89% of its 52-week high. The fund's AI likely viewed the recent price action as presenting a value entry point, driving the observed consecutive weight increases, such as the rise from 2.3104% on June 26 to 2.3262% on June 30. WisdomTree’s AI, rather than strictly adhering to low traditional multiples, appears to have weighed RTX's operational fundamentals against its market price, resulting in this specific allocation adjustment.
weight 2.288% → 2.326% (+0.038 pp)·stock up 5.6% in the 30 days before
Jun 30·entry $189.73·now $194.44Drifting
+2.48%
since Jun 30
AIVL · Weight decrease · 2d
RTX currently trades at $187.99, having gained 7.0% over the last 30 days and now sitting at 89% of its 52-week high, following a 90-day dip. This appreciation likely triggered the WisdomTree AIVL's AI, which evaluates valuation metrics alongside fundamental data, to reassess RTX's position within its US value-factor universe. A P/E ratio of 34.47 and a P/B of 3.77, while the company maintains 10.56% revenue growth and 11.23% ROE, suggest a valuation that may be stretching the definition of value for the fund. The AI's mandate is to distinguish genuine value from value traps, and a stock showing recent price strength combined with these valuation multiples might signal that it is moving beyond the core value criteria or becoming less attractive compared to other names in the pre-filtered pool. Consequently, the fund’s periodic rebalancing mechanism, guided by the AI's scoring, has shown a sequential reduction in RTX’s weight, with recent decreases observed from 2.3058% to 2.2885%.
weight 2.332% → 2.288% (-0.044 pp)·stock up 4.3% in the 30 days before
Jun 25·entry $186.59·now $194.44
+4.21%
since Jun 25
AIVL · Weight decrease · 2d
RTX, with a Price-to-Earnings Ratio of 34.45 and a Price-to-Book Ratio of 3.77, presents a valuation that AIVL’s AI system assesses within its pre-filtered US value-factor pool, considering that its Revenue Growth is 10.56% and Return on Equity is 11.23%. AIVL's AI, designed to distinguish genuine value from value traps, evaluates these fundamental and valuation metrics, which include P/E and P/B, to determine a stock's attractiveness. The observed weight reduction in AIVL for RTX, specifically from 2.3136% on June 18th to 2.2508% on June 22nd, occurred as the stock traded near $181.83, a price representing 86% of its 52-week high and following a +29.0% 1-year return. This systematic decrease indicates that AIVL’s AI module, likely during a periodic rebalance, adjusted its allocation to RTX, as the stock's valuation became less compelling within the fund's specific value-tilted methodology following its recent price appreciation.
weight 2.317% → 2.251% (-0.066 pp)·stock up 4.0% in the 30 days before
Jun 22·entry $181.83·now $194.44
+6.94%
since Jun 22
AIVL · Weight decrease · 2d
The pattern for RTX in AIVL concludes with a gradual, consecutive weight decrease over the last few recorded days, rather than an abrupt portfolio adjustment. This subtle de-weighting at a price point of $177.41, currently 84% of its 52-week high, suggests AIVL's AI is recalibrating RTX's position within its US value-factor pool. Despite solid revenue growth of 10.56% and an 11.23% ROE, RTX's elevated P/E of 34.19 and P/B of 3.77 likely signal a diminished "value" score for the AI, which is specifically designed to distinguish genuine value from potential value traps using valuation and fundamental metrics. The AI, which rebalances periodically, appears to be incrementally reducing exposure as RTX’s valuation metrics drift higher relative to the fund's specific criteria for a value stock, even after a recent 90-day price decline.
weight 2.334% → 2.285% (-0.049 pp)·stock down 0.7% in the 30 days before
Jun 10·entry $177.41·now $194.44
+9.60%
since Jun 10
AIVL · Weight increase · 2d
stock up 2.4% in the 30 days before
Jun 5·entry $180.99·now $194.44Drifting
+7.43%
since Jun 5
+11.48%
since Jun 1
PQUS · Weight decrease · 2d
RTX's valuation, marked by a PER of 36.47 and PBR of 3.77, combined with its 10.56% revenue growth and 11.23% ROE, likely informed Pictet Asset Management's AI ranking system for PQUS. The specific consecutive weight decreases on July 10th and 11th, moving from 0.96% to 0.93%, coincided with RTX trading at $195.93, a level representing 92% of its 52-week high. This price point reflects a 9.5% return over the past 30 days. The AI's methodology, balancing US large-cap selection with sector-balance and concentration rules, appears to have re-evaluated RTX’s relative attractiveness as the stock approached the upper end of its annual trading range, aligning with the fund's style of measured turnover.
weight 0.960% → 0.930% (-0.030 pp)·stock up 7.9% in the 30 days before
Jul 11·entry $196.39·now $194.44
-0.99%
since Jul 11
PQUS · Weight increase · 2d
RTX, trading at $187.99, is currently 89% of its 52-week high, exhibiting a recent +7.0% 30-day return following a -8.2% decline over 90 days, within a larger +29.0% one-year trend. This recent upward price momentum likely influenced Pictet Asset Management’s AI ranking system, prompting a consecutive weight increase for the Industrials sector stock in PQUS. Despite its PER of 34.47 and PBR of 3.77, the AI identified a continued strengthening in RTX’s attractiveness, factoring in its 10.56% revenue growth and 11.23% ROE. The gradual increase from 0.91% to 0.93% in the fund’s periodic rebalancing, after an earlier dip to 0.90%, aligns with its measured turnover style, indicating a deliberate system-driven adjustment at this price level.
weight 0.910% → 0.930% (+0.020 pp)·stock up 6.5% in the 30 days before
Jun 28·entry $187.33·now $194.44Drifting
+3.80%
since Jun 28
PQUS · Weight increase · 2d
The recent weight adjustments for RTX in PQUS reveal a gradual upward trajectory, moving from 0.9000% to 0.9600% over the final three reported days. This measured incrementing of exposure, consistent with PQUS's style of US large-cap with measured turnover, aligns with RTX trading at 87% of its 52-week high, suggesting a strategic entry point below recent peaks. The underlying AI ranking system, managed by Pictet, likely identified RTX's 10.56% revenue growth and 11.23% ROE as compelling factors within the Industrials sector, contributing to its improved standing. These steady additions reflect the AI's internal re-ranking of RTX, enabling the fund to build its position incrementally while adhering to its stated sector-balance and concentration rules across its ~165 US large-cap holdings.
weight 0.900% → 0.960% (+0.060 pp)·stock up 6.4% in the 30 days before
Jun 19·entry $181.83·now $194.44Drifting
+6.94%
since Jun 19
PQUS · Weight increase · 2d
stock up 2.4% in the 30 days before
Jun 7·entry $178.66·now $194.44Drifting
+8.83%
since Jun 7
QRFT · Weight increase · 3d
RTX is currently trading at $199.25, just 6% below its 52-week high of $212.16, following a +14.0% return over the past 30 days. This recent price momentum likely influenced Qraft AI's models, which combine traditional factors like momentum with proprietary alternative-data overlays, to initiate consecutive weight increases in QRFT. Despite its PER of 36.97 and PBR of 3.77, the company's 10.56% revenue growth and 11.23% ROE provide underlying strength that the AI, which rebalances weekly, appears to be continuously validating. The detected pattern of increasing RTX's weight from 0.55% to 0.58% across three days during the week of rebalancing suggests the AI is finding ongoing reasons to favor the stock, even as it trades near its annual high. This reflects QRFT's specific AI methodology, dynamically adjusting its broad large-cap core portfolio based on real-time signals derived from both market action and fundamental attributes.
weight 0.540% → 0.580% (+0.040 pp)·stock up 14.3% in the 30 days before
Jul 2·entry $199.25·now $194.44Fresh
-2.41%
since Jul 2
QRFT · Weight increase · 2d
With revenue growth at 10.56% and a return on equity of 11.23%, RTX exhibits profitability and expansion metrics that align with the quality and momentum factors emphasized by Qraft AI for its broad large-cap core portfolio. While the PER stands at 36.97 and PBR at 3.77, these valuations likely reflect the growth potential identified by the fund's AI, which combines traditional factors with proprietary alternative-data overlays. The consecutive weight increases to 0.55% then 0.56% on June 30th and July 1st, respectively, occurred as RTX reached $199.25, showing a 14.0% return over the prior 30 days. This continued allocation, even with the stock at 94% of its 52-week high, suggests QRFT's AI, rebalancing weekly, detected ongoing positive signals that justify an increased conviction in the Industrials stock.
weight 0.540% → 0.560% (+0.020 pp)·stock up 10.0% in the 30 days before
Jul 1·entry $191.78·now $194.44Fresh
+1.39%
since Jul 1
QRFT · Weight decrease · 2d
The QRFT portfolio exhibited a slight, consecutive decrease in RTX's weight from 0.53% on June 18 to 0.52% on June 22, representing a measured adjustment rather than a sharp change. This gradual reduction at RTX's current price of $181.83, sitting at 86% of its 52-week high, aligns with Qraft AI’s methodology which balances traditional factors with proprietary alternative-data overlays. While RTX shows a 10.56% revenue growth and 11.23% ROE, its valuation metrics, including a PER of 34.45 and PBR of 3.77, suggest the AI's valuation and momentum factor models, possibly influenced by the -7.5% 90-day return, are nudging a rebalance. Such a nuanced, small-magnitude shift in a broad large-cap core fund like QRFT indicates the AI's sensitivity to evolving market conditions and specific stock attributes, preventing abrupt shifts in its ~300 US large-cap portfolio.
weight 0.560% → 0.520% (-0.040 pp)·stock up 4.0% in the 30 days before
Jun 22·entry $181.83·now $194.44
+6.94%
since Jun 22
QRFT · Weight increase · 2d
RTX currently trades at $185.60, positioned at 87% of its 52-week high after a 5.0% gain over the last 30 days, partially recovering from a 4.9% decline across the preceding 90 days. Qraft's AI-driven QRFT, employing a blend of traditional factors and proprietary alternative data, appears to have detected strengthening positive signals for this Industrials sector component. The consecutive weight increases to 0.54% and then 0.56% on June 16th and 17th suggest the AI's weekly rebalancing mechanism confirmed an accumulating positive thesis at this price level. This strategic adjustment likely reflects the AI's assessment of RTX's 10.56% revenue growth and 11.23% return on equity, combined with real-time alternative data indicating continued upside potential despite its 34.45 PER and 3.77 PBR.
weight 0.530% → 0.560% (+0.030 pp)·stock up 9.5% in the 30 days before
Jun 17·entry $192.58·now $194.44Fresh
+0.97%
since Jun 17
QRFT · Weight increase · 2d
stock up 2.4% in the 30 days before
Jun 5·entry $180.99·now $194.44Drifting
+7.43%
since Jun 5
BUZZ · Exit · 1d
RTX's valuation metrics, including a price-to-earnings ratio of 34.45 and a price-to-book ratio of 3.77, alongside 10.56% revenue growth and 11.23% return on equity, frame the context for its market discussion. BUZZ, which employs NLP to track positive sentiment from social media and news, likely registered a shift in the collective perception of RTX, rather than using these financial figures as direct selection criteria. The company’s recent price trajectory, showing a 7.5% decline over 90 days and positioning it at 86% of its 52-week high before its exit, suggests a waning positive sentiment in online discourse. The complete removal of RTX from the BUZZ portfolio on 2026-06-18, following slight weight adjustments, indicates that a monthly index reconstitution reflected a sustained decline in its perceived positive intensity among the crowd signals BUZZ tracks.
weight 0.350% → 0 (exited)·stock up 6.4% in the 30 days before
Jun 18·entry $185.60·now $194.44
+4.76%
since Jun 18
BUZZ · Weight increase · 2d
VanEck's BUZZ ETF, which ranks stocks based on positive-sentiment intensity detected via NLP across social media and news, registered consecutive weight increases for RTX on June 16th and 17th. This movement indicates the fund's algorithmic sentiment tracker identified a strengthening positive retail-crowd signal for the Industrials company. As one of approximately 75 US large/mid caps held, RTX likely saw its underlying sentiment score improve, coinciding with its recent 30-day return of +5.0%. This uplift in perceived positive sentiment for RTX is also occurring while the company maintains a 10.56% revenue growth.
weight 0.320% → 0.350% (+0.030 pp)·stock up 9.5% in the 30 days before
Jun 17·entry $192.58·now $194.44Fresh
+0.97%
since Jun 17
BUZZ · Weight increase · 2d
The weight assigned to RTX in BUZZ exhibited an initial stable period, then a distinct step-up from 0.29% to 0.33% over two days, before stabilizing slightly and resuming a more gradual upward trend to 0.34%. This sustained build-up reflects BUZZ’s strategy of identifying stocks based on the positive-sentiment intensity derived from NLP analysis of public discussions. Such a progressive increase for an Industrials sector company like RTX aligns with its current price action, showing a +4.6% 30-day return after a previous 90-day decline, now at 87% of its 52-week high, a pattern that could attract renewed retail-crowd interest. The fund, acting as an algorithmic sentiment tracker, passively adjusted to capture this emerging positive discussion around a stock that has demonstrated 10.56% revenue growth and a +35.0% one-year return.
weight 0.320% → 0.340% (+0.020 pp)·stock down 0.7% in the 30 days before
Jun 10·entry $177.41·now $194.44Drifting
+9.60%
since Jun 10
BUZZ · Weight increase · 2d
stock up 2.4% in the 30 days before
Jun 5·entry $180.99·now $194.44Drifting
+7.43%
since Jun 5
+10.11%
since May 27
+10.49%
since May 21
BUZZ · Weight increase · 2d
stock down 10.9% in the 30 days before
May 19·entry $174.49·now $194.44Chased
+11.43%
since May 19
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 21
AI ETFs PQUS, BUZZ, and QRFT have recently shown an increasing trend in their weight for RTX, indicating an accumulating or bullish stance. In contrast, AIVL shows a slight decrease. This AI ETF activity conflicts with the framework's verdict, which concludes a 'Fail' due to concerns over financial health and the absence of a margin of safety at current prices.
- Circle of CompetenceThe long-term nature of defense contracts and commercial aviation demand provides sufficient stability to project unit economics and cash flows over a decade.
- Economic MoatRTX benefits from substantial switching costs, high regulatory barriers to entry, and the scale required for complex defense and aerospace manufacturing.
- ManagementThe provided financial data does not offer sufficient insight into management's candor, capital allocation track record, or skin in the game.
- Financial HealthThe provided single-year ROE of 11.23% falls below the framework's 10-year average target of 15%, and other crucial metrics like stable operating margins and owner earnings cannot be assessed from the available data.
- Margin of SafetyThe high PER of 34.45 and EV/EBITDA of 35.2, combined with an 11.23% ROE, indicate the stock is trading at a premium, offering no clear margin of safety.
RTX Corp operates within a predictable circle of competence and benefits from a strong economic moat in the aerospace and defense sector. However, the company fails on financial health, with its most recent ROE falling short of the framework's criteria, and lacks sufficient data on other key financial performance indicators. Furthermore, the current valuation multiples do not present a margin of safety, leading to an overall 'Fail' verdict within this value investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.