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Upturn AI Summary
Invesco NASDAQ Next Gen 100 ETF(QQQJ)
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 QQQJ
10/28/2026: QQQJ (2-star) is currently NOT-A-BUY. Pass it for now.
QQQJ offers targeted exposure to the 101st through 200th largest non-financial companies on the NASDAQ, acting as a growth-focused bridge between smaller companies and the established NASDAQ-100. Its main strengths include a low expense ratio, strong liquidity, and the potential to capture alpha from companies graduating to large-cap status. It serves best as a growth-tilt component within a diversified portfolio. Primary risks involve higher-than-average volatility and significant sensitivity to interest rate fluctuations and growth-sector valuations. This ETF is best suited for growth-oriented, long-term investors who can withstand market cycles.
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 fund specifically targets mid-cap companies with high growth potential. |
| Momentum investor | Strong fit while signal remains positive | The fund's tendency to hold companies trending toward the NASDAQ-100 aligns well with momentum strategies during favorable market conditions. |
| Value investor | Weak fit | Growth-oriented mid-caps typically trade at higher valuation multiples than value-focused instruments. |
| Dividend/Income investor | Weak fit | The portfolio prioritizes capital appreciation over dividend yield, as most holdings are high-growth firms. |
| Low-risk investor | Weak fit | Mid-cap equities carry higher volatility and risk than large-cap or diversified portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual with a high risk tolerance and a long-term investment horizon who wants exposure to the 'next wave' of NASDAQ leaders.
Suitability
Best suited for long-term investors aiming to tilt their portfolio toward mid-cap innovation, rather than active traders or those focused on stability and income.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Mid-cap growth stocks are generally more sensitive to market sentiment and economic cycles. |
| Market risk | Medium / high | The fund is fully exposed to equity market fluctuations. |
| Concentration | Medium | The portfolio is limited to the middle tier of NASDAQ listings, excluding large-cap leaders. |
| Tracking/expense | Low | The fund maintains a low expense ratio and minimal tracking error relative to its benchmark. |
| Liquidity | Low | High trading volume ensures efficient execution for most investors. |
| Business/sector quality | Medium / high | Reliance on specific growth sectors like technology makes the fund sensitive to industry-specific headwinds. |
Risk Analysis
Volatility
QQQJ displays higher historical volatility than S&P 500-based funds, typical for a mid-cap growth vehicle.
Market Risk
The primary risk is the concentration in growth-oriented sectors, which are susceptible to sharp valuation corrections in unfavorable rate environments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Mid-Cap Growth Stocks | 98.5 | This provides investors with exposure to emerging growth companies that are positioned for potential inclusion in the NASDAQ-100. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash buffers are maintained to facilitate daily creation and redemption activity. |
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 38.41% | Avg. Invested days 78 | 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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