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Upturn AI Summary
Invesco ESG NASDAQ 100 ETF(QQMG)
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 QQMG
10/28/2026: QQMG (2-star) is currently NOT-A-BUY. Pass it for now.
QQMG provides investors with exposure to the large-cap, non-financial companies listed on the NASDAQ while applying an ESG screening filter to exclude controversial or non-sustainable entities. The fund's primary strengths include its disciplined benchmark tracking and the reliability of Invesco as an issuer, though it remains highly concentrated in the technology sector. It is intended for investors seeking growth through innovation who also value environmental and social governance. The primary risks involve high sector concentration and potential sensitivity to interest rate changes. It is best suited for long-term investors who can withstand short-term volatility in pursuit of sustainable, growth-oriented returns.
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 | Strong fit | The portfolio remains heavily tilted toward high-growth technology and innovation companies. |
| Momentum investor | Strong fit while signal remains positive | Momentum can be captured when the underlying NASDAQ-100 tech constituents remain in an uptrend. |
| Value investor | Weak fit | The index focuses on growth-oriented tech stocks which often trade at higher valuation multiples. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over dividend income, typical of tech-heavy growth portfolios. |
| Low-risk investor | Weak fit | Concentration in the technology sector and absence of financial sector stability makes this prone to higher market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the growth potential of the NASDAQ-100 who also wish to align their portfolio with ESG principles.
Suitability
Best suited for long-term investors comfortable with the volatility inherent in technology-centric, growth-oriented equity funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The high concentration in technology stocks typically leads to greater price swings than the broader market. |
| Market risk | Medium / high | Equity market downturns directly impact the fund's net asset value. |
| Concentration | High | Significant weighting in a limited number of tech and consumer stocks increases idiosyncratic risk. |
| Tracking/expense | Low | The passive management style ensures low tracking error and predictable expense ratios. |
| Liquidity | Medium | While underlying stocks are liquid, lower ETF volume compared to QQQ can lead to wider spreads during stress. |
| Business/sector quality | Medium | The ESG screen may exclude otherwise high-performing companies, potentially impacting long-term return profiles. |
Risk Analysis
Volatility
QQMG exhibits high historical volatility, consistent with a growth-focused tech portfolio.
Market Risk
The fund is highly exposed to systemic risks affecting the technology sector and general equity markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 50 | This sector forms the core of the portfolio, driving growth potential through major tech leaders that pass ESG filters. |
| Sector | Consumer Discretionary | 20 | Provides exposure to large-cap retail and service companies that meet the index's ESG requirements. |
| Sector | Communication Services | 15 | Includes major media and telecommunications firms that satisfy the ESG screening process. |
| Sector | Healthcare and Industrials | 15 | Diversifies the portfolio by including innovation-focused companies outside of the primary tech sector. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 40.87% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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