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QBIG
Upturn stock ratingUpturn stock rating

Invesco Top QQQ ETF (QBIG)

Upturn stock ratingUpturn stock rating
$36.04
Last Close (24-hour delay)
Profit since last BUY23.05%
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Consider higher Upturn Star rating
BUY since 66 days
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Upturn Advisory Summary

08/14/2025: QBIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

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

Analysis of Past Performance

Type ETF
Historic Profit 23.05%
Avg. Invested days 66
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 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 22.39 - 33.60
Updated Date 06/6/2025
52 Weeks Range 22.39 - 33.60
Updated Date 06/6/2025

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Invesco Top QQQ ETF

stock logo

ETF Overview

overview logo Overview

The Invesco QQQ Trust (QQQ) is an exchange-traded fund based on the Nasdaq-100 Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization. QQQ is a popular ETF for investors seeking exposure to large-cap growth stocks, particularly in the technology sector.

reliability logo Reputation and Reliability

Invesco is a well-established global investment management firm with a strong reputation. They have a long track record of managing a wide range of ETFs and investment products.

reliability logo Management Expertise

Invesco has a team of experienced portfolio managers and analysts dedicated to managing their ETF offerings. They possess deep knowledge of the markets and industries covered by their funds.

Investment Objective

overview logo Goal

The Invesco QQQ Trust aims to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index.

Investment Approach and Strategy

Strategy: QQQ seeks to track the Nasdaq-100 Index. It employs a passive investment strategy, meaning it attempts to replicate the index's holdings and weightings.

Composition The ETF primarily holds stocks of the 100 largest non-financial companies listed on the Nasdaq. The composition is heavily weighted towards technology companies, but also includes consumer discretionary, communication services, and healthcare.

Market Position

Market Share: QQQ holds a significant market share within the large-cap growth ETF category.

Total Net Assets (AUM): 275000000000

Competitors

overview logo Key Competitors

  • SPDR S&P 500 ETF Trust (SPY)
  • iShares Core S&P 500 ETF (IVV)
  • Vanguard S&P 500 ETF (VOO)

Competitive Landscape

The ETF market is highly competitive. QQQ differentiates itself by focusing on the Nasdaq-100, offering concentrated exposure to large-cap tech and growth companies. SPY, IVV, and VOO are more diversified, tracking the S&P 500. QQQ's advantage lies in its potential for higher growth due to its sector focus, while its disadvantage is higher volatility and less diversification.

Financial Performance

Historical Performance: Historical performance data needs to be pulled from financial data providers and is not something I can provide dynamically.

Benchmark Comparison: The ETFu2019s performance is closely tied to the Nasdaq-100 Index. Outperformance depends on the specific time period considered and market conditions.

Expense Ratio: 0.2

Liquidity

Average Trading Volume

QQQ exhibits high liquidity, indicated by a high average daily trading volume.

Bid-Ask Spread

QQQ typically has a tight bid-ask spread, suggesting low transaction costs for investors.

Market Dynamics

Market Environment Factors

QQQ's performance is significantly influenced by factors such as interest rates, technology sector performance, overall economic growth, and consumer spending patterns.

Growth Trajectory

QQQ's growth trajectory is influenced by the growth of the technology sector and the performance of its top holdings. There has been no change to strategy or holding. Any significant changes to holdings reflect changes in Nasdaq-100 Index composition.

Moat and Competitive Advantages

Competitive Edge

QQQ's competitive edge lies in its focused exposure to the Nasdaq-100, home to many leading technology and growth companies. This focus allows investors to target a specific segment of the market. The ETF's popularity and high trading volume contribute to its liquidity. Invesco's experience in managing ETFs adds credibility and reliability to the fund.

Risk Analysis

Volatility

QQQ tends to exhibit higher volatility compared to broader market ETFs like SPY due to its concentration in the technology sector.

Market Risk

QQQ is subject to market risk, particularly sector-specific risk related to technology, consumer discretionary, and communication services companies. Declines in these sectors can significantly impact the ETF's performance.

Investor Profile

Ideal Investor Profile

The ideal investor for QQQ is someone seeking growth potential, comfortable with higher volatility, and interested in gaining exposure to the technology sector.

Market Risk

QQQ can be suitable for both long-term investors and active traders, depending on their investment goals and risk tolerance. It is not necessarily suitable for passive index followers seeking broad market diversification, but it can be used strategically to overweight a specific sector.

Summary

The Invesco QQQ Trust provides concentrated exposure to the Nasdaq-100 Index, focusing on large-cap growth stocks primarily in the technology sector. It exhibits higher volatility but also offers the potential for higher returns compared to broader market ETFs. QQQ is a well-established and liquid ETF managed by Invesco. Ideal investors are those seeking tech exposure and willing to accept increased volatility for potential growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Invesco Official Website
  • Nasdaq Official Website
  • Morningstar
  • ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Market conditions and ETF performance can change. Investors should consult with a financial advisor before making 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 Invesco Top QQQ ETF

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

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective through exposure to the top companies in the Nasdaq-100 Index® (the "Nasdaq-100®"), as represented in the Nasdaq-100® Mega Index (the "Index"). The Nasdaq-100® consists of securities of 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market LLC based on market capitalization. The fund is non-diversified.