Core Insights - The article focuses on the strategy behind the Invesco Dividend Achievers ETF (NASDAQ: PFM) and its historical performance in both bull and bear markets [1] - It aims to provide insights into the current fundamentals of the ETF and their implications for potential future performance [1] Group 1: ETF Strategy and Performance - The Invesco Dividend Achievers ETF is designed to track companies with a strong history of dividend growth, which may appeal to income-focused investors [1] - Historical performance data indicates that the ETF has shown resilience during market downturns, suggesting a defensive investment strategy [1] Group 2: Current Fundamentals - Current fundamentals of the Invesco Dividend Achievers ETF indicate a stable outlook, with key metrics suggesting potential for continued dividend growth [1] - The analysis includes a comprehensive review of nearly 1,000 U.S. Equity ETFs, providing a broader context for evaluating the ETF's performance [1]

Group 1 - The Invesco International BuyBack Achievers™ ETF (NASDAQ: IPKW) presents an interesting investment opportunity in global markets, characterized by a combination of aggressive risk/reward profile and a conservative strategy focusing on companies with strong buyback programs [1] - The fund targets companies that are actively repurchasing their shares, which can indicate financial health and a commitment to returning value to shareholders [1] Group 2 - The analyst has a background in corporate finance, M&A, and investment analysis, with a focus on sectors such as real estate, renewable energy, and equity markets [1] - The article aims to share insights and analysis with a global audience, fostering informed investment decisions and continuous improvement in financial understanding [1]

Core Insights - Regulatory easing and institutional acceptance are creating a favorable environment for cryptocurrency ETFs, with a focus on Bitcoin, Ethereum, and stablecoins [1] - The GENIUS Act is a significant catalyst for the adoption of cryptocurrencies, particularly stablecoins, emphasizing consumer protection and regulatory frameworks [2][3] Group 1: Regulatory Developments - The GENIUS Act clarifies the regulatory landscape for stablecoin issuers, requiring compliance with the Bank Secrecy Act and anti-money laundering programs [3] - The act supports the notion of the U.S. as a leader in digital assets, promoting the growth of digital currencies [2] Group 2: Investment Opportunities - Stablecoins, originating on the Ethereum network, present investment opportunities through ETFs like the Invesco Galaxy Ethereum ETF (QETH), which offers regulated exposure to Ethereum's growth [4] - The performance of Ethereum is likely to positively influence Bitcoin, as both currencies tend to move in tandem [5] - A diversified cryptocurrency portfolio can be achieved by investing in both QETH and the Invesco Galaxy Bitcoin ETF (BTCO), which also provides regulated exposure to Bitcoin's price growth [6] Group 3: Fund Details - Both QETH and BTCO have an expense ratio of 25 basis points, equating to $25 for every $10,000 invested [7]

Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - The opinions expressed by Invesco's authors are based on current market conditions and may change without notice [1] - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - Invesco Unit Investment Trusts are distributed by Invesco Capital Markets, Inc., and other broker-dealers [1]

Core Viewpoint - Invesco Ltd. is a significant player in the asset management industry, with a market cap of $9.9 billion and a strong focus on client-centric investment strategies, particularly in exchange-traded funds (ETFs) [1][2]. Company Overview - Invesco Ltd. is based in Atlanta, Georgia, and operates as a publicly owned investment manager, managing various client-focused equity and fixed income portfolios, as well as launching multiple types of mutual funds [1]. - The company is classified as a mid-cap stock, with its market cap exceeding $2 billion, highlighting its size and influence in the asset management sector [2]. Stock Performance - Invesco's shares are currently trading 3.5% below their 52-week high of $22.99, which was reached on September 23 [3]. - Over the past three months, Invesco's shares have rallied by 45.1%, significantly outperforming the Dow Jones Industrial Average's 7% increase during the same period [3]. - In the longer term, Invesco's stock has increased by 26.4% over the past 52 weeks, compared to the Dow Jones Industrial Average's 9.3% rise [4]. - Year-to-date, Invesco's shares are up 26.9%, while the Dow Jones Industrial Average has risen by 8.4% [4]. - The stock has been trading above its 200-day moving average since early July and above its 50-day moving average since early May, indicating a bullish trend [4]. Financial Performance - Following its Q2 earnings release on July 22, Invesco's shares surged by 5.2% [5]. - The company's net revenue for Q2 improved by 1.7% year-over-year to $1.1 billion, primarily due to higher investment management fees [5]. - Invesco's ending assets under management (AUM) reached a record high of $2 trillion, reflecting a notable 16.6% increase from the same period last year, driven by strong net inflows [5]. - However, the adjusted earnings per share (EPS) of $0.36 dropped by 16.3% from the year-ago quarter, missing consensus estimates by 12.2% [5]. Competitive Position - Invesco has outperformed its rival, BlackRock, Inc., which gained 19.8% over the past 52 weeks and 10% year-to-date [6].

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...

Corporate Governance Changes - Invesco Mortgage Capital Inc. announced the retirement of Board Chair John Day effective December 31, 2025, after serving since the company's formation in 2009 [1] - Don Liu has been elected as the new Chair of the Board starting November 4, 2025, having served on the Board since 2022 [2] - Wes McMullan will take over as Chair of the Nomination and Corporate Governance Committee effective November 4, 2025 [3] Audit Committee Leadership - Carolyn Handlon, Chair of the Audit Committee, will not seek re-election at the 2026 annual meeting for personal reasons; she joined the Board in 2017 [4] - Robert Fleshman, a designated audit committee financial expert, has been elected as Chair of the Audit Committee effective January 1, 2026 [4] Executive Leadership Changes - Carolyn Gibbs, an executive director, will retire from Invesco Ltd. after nearly 33 years, with her retirement from the Board effective March 31, 2026 [5] - The Board plans to elect a new executive director to fill Ms. Gibbs' vacancy prior to her retirement [5] Leadership Appreciation - CEO John Anzalone expressed gratitude for John Day's leadership over 16 years and acknowledged the contributions of Carolyn Handlon and Carolyn Gibbs [6] - Don Liu highlighted the benefits of Carolyn Handlon's finance insights and leadership [6] - Tony Wong, Senior Managing Director, praised Carolyn Gibbs for her remarkable leadership and commitment during her tenure [6] Board Succession Planning - The Board has focused on succession planning and leadership transitions over the past two years since adopting a director retirement policy [7]

Group 1 - Invesco is an independent investment management firm focused on enhancing the investment experience for individuals [1] - The firm emphasizes the importance of understanding investment objectives, risks, charges, and expenses before investing [1] - Invesco provides educational information but does not offer tax advice, highlighting the complexity and variability of federal and state tax laws [1] Group 2 - Invesco's investment advisory services are provided by affiliated investment advisers, and they do not sell securities [1] - The company operates various investment products, including Unit Investment Trusts, which are distributed by Invesco Capital Markets, Inc. [1] - PowerShares is a registered trademark of Invesco PowerShares Capital Management LLC, indicating the firm's branding in the investment management space [1]

Core Insights - Albert Anthony is a Croatian-American business author and media contributor with a focus on real estate investment trusts (REITs) [1] - He has a background in IT analysis for Fortune 500 companies and experience in financial services with Charles Schwab [1] - Anthony is launching a book on REITs in 2025 and operates his own equities research firm remotely [1] Background and Experience - The author has over 1,000 followers on Seeking Alpha and writes for various financial platforms [1] - He has participated in numerous business and innovation conferences in the EU and has a degree from Drew University [1] - Currently enrolled in the CMSA certification program at the Corporate Finance Institute in Vancouver [1] Media and Digital Presence - Albert Anthony is active in digital media, including a YouTube channel focused on REITs [1] - He has appeared in regional media channels in Croatia and has had roles in over five productions [1] - The author does not engage with non-publicly traded companies or small-cap stocks [1]

Group 1 - The Invesco QQQ Trust is expected to deliver significant long-term returns, driven by major tech companies like Nvidia, Microsoft, and Amazon [1][3] - The Nasdaq-100 index includes 100 of the largest non-financial companies on the Nasdaq, heavily weighted towards technology and related sectors, benefiting from trends such as the internet, cloud computing, enterprise software, and artificial intelligence [2][5] - The top 10 holdings in the Invesco QQQ Trust account for 55.8% of its total portfolio value, featuring prominent tech stocks known as the "Magnificent Seven" [5][6] Group 2 - The Invesco QQQ Trust has achieved a compound annual return of 10.2% since its inception in 1999, with an accelerated average return of 19.4% over the last decade due to advancements in technology [9][13] - A consistent investment of $500 per month could potentially grow to $1 million in as little as 19 years, depending on the compound annual return [10][13] - The ETF's performance is significantly influenced by its top-performing stocks, which have delivered a median return of 45% over the past year, contributing to a 24% gain in the Nasdaq-100 [7][9] Group 3 - Companies like Palantir Technologies, Micron Technology, and CrowdStrike have also shown substantial gains, with Palantir soaring 355% in the past year [12] - The AI sector is projected to drive substantial investment, with Nvidia's CEO predicting $4 trillion in infrastructure upgrades over the next five years to support AI development [15] - The long-term outlook for the Invesco QQQ Trust remains positive, as historical performance suggests continued strong results [16]