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- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco Nasdaq Free Cash Flow Achievers ETF(QOWZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QOWZ
11/06/2026: QOWZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
QOWZ provides targeted exposure to US-listed firms with strong free cash flow, aiming to capture the 'quality' factor via the Nasdaq US Free Cash Flow Achievers Index. Its main strengths include a disciplined, rules-based methodology and the backing of a reputable issuer, Invesco. The fund is best used as a core or satellite quality-factor component in a diversified portfolio, though it faces liquidity risks compared to larger index ETFs. Investors should monitor its performance during market regimes that prioritize fundamentals and be aware that it may underperform during growth-led rallies. It is well-suited for long-term investors who prefer a systematic, factor-based approach to equity investing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund favors stable cash generators rather than aggressive growth stocks, which may limit upside in tech-heavy bull markets. |
| Momentum investor | Mixed fit | Momentum investors may find the quality-based rebalancing less responsive than pure momentum strategies, suggesting it is a better fit when the momentum signal is positive. |
| Value investor | Strong fit | The focus on free cash flow often aligns with value-oriented metrics, making it a natural fit for this style. |
| Dividend/Income investor | Mixed fit | While high cash flow often supports dividends, this fund does not have an explicit mandate to maximize dividend yield. |
| Low-risk investor | Medium | The focus on cash-rich, quality companies provides a defensive cushion, though it remains 100% equity-exposed. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking high-quality companies with strong fundamentals.
Suitability
Best for long-term investors looking to tilt their equity portfolio toward quality factors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are subject to market volatility that can impact short-term portfolio value. |
| Market risk | Medium / high | As an equity fund, it is sensitive to broad economic downturns and systemic market shocks. |
| Concentration | Medium | The sector-specific or factor-specific nature of the holdings may lead to temporary concentration risks. |
| Tracking/expense | Low | The fund generally tracks its index effectively with a modest expense ratio. |
| Liquidity | Medium | Lower average daily volume compared to major indices can lead to wider spreads during market stress. |
| Business/sector quality | Low / none | The fund's focus on high free cash flow companies naturally mitigates business quality risk. |
Risk Analysis
Volatility
Moderate, typical of equity funds with a quality bias.
Market Risk
High exposure to domestic equity market downturns, mitigated by the quality screen.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 75 | The fund is heavily tilted toward large-cap companies with established, stable cash-generating operations. |
| Market capitalization | Mid-Cap Equities | 20 | Mid-cap exposure provides potential for growth alongside the stability of the larger holdings. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small portion is held in cash to manage daily inflows, outflows, and liquidity requirements. |
Analysis of Past Performance
Type ETF | Historic Profit -2.45% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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