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Upturn AI SWOT - About
Invesco QQQ Trust (QQQ)
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Upturn Advisory Summary
10/23/2025: QQQ (4-star) is a STRONG-BUY. BUY since 115 days. Simulated Profits (20.50%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 60.69% | Avg. Invested days 75 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 401.94 - 549.99 | Updated Date 06/30/2025 |
52 Weeks Range 401.94 - 549.99 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco QQQ Trust
ETF Overview
Overview
The Invesco QQQ Trust (QQQ) is an exchange-traded fund that tracks the Nasdaq-100 Index. It focuses on technology, consumer discretionary, and communication services sectors, primarily holding stocks of the largest non-financial companies listed on the Nasdaq Stock Market. The investment strategy aims to replicate the performance of the Nasdaq-100 Index.
Reputation and Reliability
Invesco is a well-established global investment management firm with a solid reputation for providing a range of ETF products.
Management Expertise
Invesco has a team of experienced professionals managing its ETF offerings, demonstrating expertise in index tracking and investment management.
Investment Objective
Goal
The investment objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of the Nasdaq-100 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Nasdaq-100 Index.
Composition The ETF primarily holds stocks, focusing on technology, consumer discretionary, communication services, healthcare, and other non-financial sectors within the Nasdaq-100.
Market Position
Market Share: The Invesco QQQ Trust holds a significant market share within the technology-focused ETF landscape.
Total Net Assets (AUM): 278000000000
Competitors
Key Competitors
- IVV
- SPY
- VOO
- XLK
Competitive Landscape
The ETF industry for large-cap growth and technology is highly competitive. QQQ has a significant advantage due to its focus on the Nasdaq-100. Competitors like SPY and IVV track the S&P 500 and offer broader diversification, which can be both an advantage and disadvantage depending on market conditions. XLK focuses specifically on technology, potentially offering higher concentration but less diversification.
Financial Performance
Historical Performance: Historical performance data is not provided in this response but can be obtained from financial data providers.
Benchmark Comparison: Performance is intended to closely mirror the Nasdaq-100 Index.
Expense Ratio: 0.002
Liquidity
Average Trading Volume
QQQ demonstrates excellent liquidity with a high average daily trading volume.
Bid-Ask Spread
QQQ typically has a tight bid-ask spread, indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological innovation, and consumer spending all influence QQQ's performance.
Growth Trajectory
QQQ's growth is tied to the performance of its underlying holdings, particularly in technology. Changes in sector allocation within the Nasdaq-100 can impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
QQQ's competitive advantage lies in its focus on the Nasdaq-100, providing targeted exposure to leading technology and growth companies. It benefits from the brand recognition and liquidity associated with being one of the oldest and most actively traded ETFs. This focus attracts investors seeking to capitalize on innovation and growth within the technology sector. Its concentration in leading tech companies is both its strength and weakness.
Risk Analysis
Volatility
QQQ can exhibit higher volatility compared to broader market ETFs due to its concentration in technology and growth stocks.
Market Risk
Specific risks include technology sector downturns, regulatory changes impacting key holdings, and valuation risk due to potentially high growth expectations.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking growth potential through exposure to leading technology and innovative companies and is comfortable with potentially higher volatility.
Market Risk
QQQ is best suited for long-term investors with a growth-oriented investment strategy and a tolerance for market fluctuations, though it can also be used by active traders.
Summary
The Invesco QQQ Trust offers exposure to the Nasdaq-100, making it a popular choice for investors seeking growth in the technology sector. Its performance is closely tied to the performance of its underlying holdings, particularly those in technology. The ETF is highly liquid and well-managed, offering easy access to a concentrated portfolio of innovative companies. However, investors should be aware of the potential for higher volatility and the risks associated with sector concentration.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco QQQ Trust official website
- Nasdaq.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data is approximate and may vary depending on the source and date.
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 QQQ Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
To maintain the correspondence between the composition and weights of the securities in the trust (the securities) and the stocks in the NASDAQ-100 Index®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index.
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