Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Invesco NASDAQ 100 ETF(QQQM)
Top performer 
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 QQQM
11/12/2026: QQQM (5-star) is currently NOT-A-BUY. Pass it for now.
Invesco NASDAQ 100 ETF (QQQM) provides focused exposure to the 100 largest non-financial companies on the NASDAQ, primarily capturing growth in technology, services, and healthcare. Its main strengths lie in its low expense ratio, high issuer quality, and precise tracking of its benchmark, making it a highly efficient vehicle for long-term growth. It serves as a core portfolio holding for investors looking to capture the innovation premium of the US equity market. However, investors must be aware of risks including significant sector concentration, sensitivity to interest rate fluctuations, and the volatility associated with mega-cap growth stocks. QQQM is particularly well-suited for investors with a long-term time horizon who prioritize cost-efficiency over the hyper-liquidity needed for daily trading.
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 provides concentrated exposure to the fastest-growing companies in the US equity market. |
| Momentum investor | Strong fit while signal remains positive | The NASDAQ-100 often leads market rallies, making this a suitable instrument for capturing momentum when market sentiment is positive. |
| Value investor | Weak fit | The portfolio is tilted toward high-multiple growth stocks rather than undervalued or low-P/E companies. |
| Dividend/Income investor | Weak fit | The index focuses on growth, resulting in relatively low dividend yields compared to diversified market or dividend-focused ETFs. |
| Low-risk investor | Weak fit | High concentration in technology and growth stocks leads to higher volatility than broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term, growth-oriented individual or advisor seeking efficient, low-cost exposure to the largest and most innovative non-financial US companies.
Suitability
QQQM is best suited for long-term passive index followers, rather than active traders who may prefer the higher liquidity and established trading volume of QQQ.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund's reliance on tech and growth stocks can lead to significant price swings in response to earnings misses or rate changes. |
| Market risk | Medium / high | The ETF is subject to general equity market downturns which can impact all holdings simultaneously. |
| Concentration | High | The portfolio is heavily skewed toward a small number of mega-cap companies, increasing risk if one major holding falters. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize the drag on total returns. |
| Liquidity | Low | The underlying stocks are among the most liquid in the world, ensuring efficient trade execution. |
| Business/sector quality | Medium | Concentration in the technology sector exposes investors to specific regulatory and innovation risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
QQQM historically exhibits higher volatility than the S&P 500 due to its heavy weighting in technology and growth-oriented equities.
Market Risk
The fund is sensitive to macroeconomic factors such as interest rate changes, which impact the present value of future cash flows for growth companies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Information Technology | Apple, Microsoft, NVIDIA, Broadcom, Adobe | 50 | This sector provides the primary growth engine for the index, driven by innovation in software, hardware, and semiconductors. |
| Consumer Discretionary | Amazon, Tesla, Booking Holdings | 18 | This exposure captures major retail, e-commerce, and automotive trends within the US economy. |
| Communication Services | Alphabet (Google), Meta Platforms | 15 | These holdings represent dominant players in global advertising, social media, and digital connectivity. |
| Healthcare | Amgen, Intuitive Surgical, Gilead Sciences | 7 | Healthcare stocks provide a degree of defensive growth and innovation-driven returns within the portfolio. |
| Other (Consumer Staples, Industrials) | PepsiCo, Costco, Honeywell | 10 | Remaining holdings offer diversification across essential consumer goods and industrial sectors. |
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 34.44% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/12/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.