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Invesco Top QQQ ETF (QBIG)



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Upturn Advisory Summary
08/14/2025: QBIG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Invesco Top QQQ ETF
ETF Overview
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.
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.
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
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

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