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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
10/07/2026: QOWZ (1-star) is currently NOT-A-BUY. Pass it for now.
Invesco Nasdaq Free Cash Flow Achievers ETF (QOWZ) provides targeted exposure to US large-cap companies screened for strong free cash flow generation. The fund is designed for investors who prioritize financial discipline and operational efficiency as drivers of long-term returns. Its main strengths include its quality-factor focus and the backing of Invesco’s experienced investment team, though it faces stiff competition from established peers. Investors should monitor sector concentration and market-wide shifts in factor preferences, as these will impact the fund's relative performance. It is generally well-suited for long-term investors seeking to tilt their equity portfolio toward high-quality, cash-generative businesses.
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 | While it invests in large caps, the free cash flow screen may exclude high-growth companies that are aggressively reinvesting profits. |
| Momentum investor | Strong fit while signal remains positive | The quality tilt can perform well during positive market momentum phases where cash-generative firms are rewarded. |
| Value investor | Strong fit | The fund naturally leans toward value, as companies with high free cash flow relative to market cap are often efficiently priced. |
| Dividend/Income investor | Mixed fit | While high cash flow often supports dividends, this fund does not specifically target yield as its primary objective. |
| Low-risk investor | Mixed fit | The portfolio focus on established large-cap companies provides relative stability, though it remains subject to overall market risk. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to financially disciplined large-cap US companies who prefer a factor-based quality tilt over passive broad-market index tracking.
Suitability
Best for long-term investors looking to diversify a portfolio with a quality-oriented core holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it will experience price fluctuations in line with the broader stock market. |
| Market risk | Medium / high | The fund is fully invested in equities and will drop if the broader US market declines. |
| Concentration | Medium | The index methodology may lead to sector tilts that differ significantly from the S&P 500. |
| Tracking/expense | Low | The fund has a competitive expense ratio and generally tracks its index effectively. |
| Liquidity | Low | Underlying holdings are large-cap stocks, ensuring high liquidity in the assets held. |
| Business/sector quality | Low / none | The fundamental screening process is specifically designed to select high-quality companies. |
Risk Analysis
Volatility
QOWZ exhibits volatility profiles consistent with the large-cap equity market, occasionally moderated by its quality bias.
Market Risk
The primary risk is a general decline in US large-cap equities, which would affect all holdings within the fund.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund provides exposure to large, established US companies selected for their ability to generate significant cash. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the fund is held in cash to manage daily liquidity and rebalancing needs. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.47% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $10.27M |
| Issuer | Invesco |
| Expense Ratio | 0.39% |
| Distribution Yield | 0.25% |
| Inception | Dec 6, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.64% |
| 1 Year | -0.07% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 15.86% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 37.12% |
| Small Cap | 21.68% |
| Large Cap | 20.08% |
| Mega Cap | 17.83% |
| Micro Cap | 3.29% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 67.57% |
| Industrials | 10.93% |
| Healthcare | 10.60% |
| Financial Services | 5.31% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.13x |
| Portfolio P/B | 6.5x |
| Portfolio P/S | 4.85x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 11.05% |
| Broadcom | 7.09% |
| Mastercard | 4.41% |
| KLA | 3.92% |
| Fortinet | 3.17% |
Upturn AI Summary
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.
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