Core Viewpoint - The tech sector, despite a year-to-date decline of nearly 1.8% in the Nasdaq-100 Index, remains a vital investment area, with strong fundamentals and growth potential, particularly in disruptive technologies like AI and robotics [1]. Group 1: Market Performance - The Nasdaq-100 Index has experienced a five-year gain of over 82%, indicating a robust long-term performance despite recent fluctuations [1]. - The tech sector has shown strong returns of 23.33% over the last year and a 5-year compound annual growth rate of 14% [1]. Group 2: Investment Opportunities - Bank of America Research emphasizes the importance of maintaining exposure to disruptive themes such as AI and robotics, which are accessible through ETFs like QQQ and QQQM [1]. - The tech sector's forecasted earnings growth rate for 2026 is the highest among all sectors, justifying the high valuations of some leading ETFs [1]. Group 3: Semiconductor Sector Insights - The Invesco ETFs, while not dedicated chip ETFs, include a variety of semiconductor stocks, which are in high demand due to the growth of AI and the need for advanced computing [1]. - Analyst Vivek Arya notes that the transition from training to inference in AI is increasing demand for leading-edge chips, while supply remains tight in areas like memory and optics [1].

Core Viewpoint - The Invesco S&P Spin-Off ETF (CSD) has notable disadvantages that lead to a recommendation of "Hold" despite its recent impressive performance [1] Group 1: Investment Strategy - The individual investor and writer, Vasily Zyryanov, employs various techniques to identify underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov focuses on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The analysis emphasizes the importance of assessing Free Cash Flow and Return on Capital for deeper insights beyond simple profit and sales analysis [1] Group 2: Market Perspective - While favoring underappreciated and misunderstood equities, Zyryanov acknowledges that some growth stocks may deserve their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinion on a stock is accurate [1]

Most covered call ETFs work similarly. And here’s where I think the disconnect is: When the underlying, QQQ in this case, goes up nicely, no one notices the mechanics. But what about when QQQ goes down, and not just for a month or two?In round numbers, over the past 12 months, QQQ has made 12%. QYLD has made about 6%, which is the yield minus the “principal drag” from forsaking most of the upside in order to spin off monthly cash flow, funded by option premiums.QQQ yields next to nothing, but QYLD yields mo ...

I last reviewed the Invesco S&P SmallCap Momentum ETF ( XSMO ) on July 15, 2025, when I rated it a "buy" on account of its outstanding GARP features and relatively high quality. Since that article was published, XSMO has gained 17.41%, outpacingThe Sunday Investor is focused exclusively on U.S. Equity ETFs. He has a strong analytical background, has received a Certificate of Advanced Investment Advice from the Canadian Securities Institute, and has completed all the educational requirements for the Chartere ...

The Invesco KBW Premium Yield Equity REIT ETF (NASDAQ: KBWY) aims to provide investors with an above-average income yield. The exchange-traded fund's (ETF) strategy is to invest in smaller real estate investment trusts (REITs). It weights these REITs by yield, which enables it to generate lots of dividend income to distribute to investors. Here's a look at how this REIT ETF investment can beat the market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best sto ...

stocks on wild rides and mega-cap tech names dominate headlines, some investors look for a…]## Everyone Missed Morningstar's ETF Quietly Beating the S&P 500 by 30%[Michael Williams | Feb 12, 2026 at 11:32 AM EST Most investors treat broad market funds like a set-it-and-forget-it decision. But what if your core equity position could be engineered…]## Momentum Strategy Delivered 506% Returns but Now There Are Warning Signs[Michael Williams | Feb 17, 2026 at 10:05 PM EST Mid-cap stocks occupy an overlooked spa ...

Quick Read SPMO outperformed the S&P 500 for three years with virtually identical standard deviation since inception. April 2025 drawdown was 19.12% for SPY and 20.52% for SPMO. During the COVID crash SPMO lost 28% versus nearly 32% for the S&P 500. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The S&P 500 has been on a roll ever since the 2022 selloff started moderating, and this is a rally that ...

Core Insights - Invesco Ltd.'s shares have increased by 16.6% over the past three months, outperforming the industry and the S&P 500 Index [1][9] - The company's assets under management (AUM) have shown a compound annual growth rate (CAGR) of 10% from 2020 to 2025, driving fee-based revenues [4][9] - Strategic partnerships and restructuring efforts are aimed at enhancing operational efficiency and expanding market capabilities [5][11] Performance Overview - Invesco's share price has significantly outperformed its peers, with a 16.6% increase compared to BlackRock's 5.3% and AllianceBernstein's 5.9% [1][9] - The company has rebounded in total operating revenues in 2024 and 2025 after a challenging operating environment [6][9] Growth Drivers - The steady growth in AUM is a key factor for revenue generation, with strategic initiatives like partnerships with LGT Capital Partners and MassMutual's Barings to enhance private market capabilities [4][5] - The conversion of the Invesco QQQ Trust into an open-end ETF structure is expected to generate revenues from over $400 billion in AUM [5] Financial Estimates - Zacks Consensus Estimates for Invesco's sales indicate a growth trajectory, with current quarter estimates at $1.25 billion and next year at $5.58 billion, reflecting year-over-year growth of 12.35% [10] - Earnings estimates for 2026 and 2027 have been revised upward, with projections of $2.66 and $3.03 respectively, indicating growth rates of 31% and 13.6% [18][19] Strategic Initiatives - Invesco is executing a broad transformation strategy, including a partnership with CI Global Asset Management to enhance Canadian operations and divesting stakes in certain subsidiaries [11][12] - The company is focusing on a hybrid Alpha investment platform to drive long-term cost savings and operational scalability [11] Global Presence - Invesco has a diversified global footprint, with 31.2% of its client AUM sourced from markets outside the United States, bolstered by the acquisition of Europe-based Source [12] Capital Management - The company maintains solid liquidity, allowing for consistent capital returns to shareholders, including a 2.4% increase in quarterly dividends [13][14] - Invesco has $232.2 million remaining under its share buyback authorization and plans to repurchase $40 million worth of shares in Q1 2026 [14] Challenges - Invesco faces rising operating expenses, with a CAGR of 6.2% over the past five years, primarily due to increased distribution and advisory costs [15] - The company holds $12.4 billion in goodwill and intangible assets, which could pose risks to earnings stability due to potential impairment [16]

On Feb. 4, 2026, Valley Wealth Managers, Inc. disclosed selling 134,355 shares of the Invesco KBW Bank ETF (NASDAQ:KBWB), an estimated $10.6 million trade based on quarterly average pricing. What happened According to a SEC filing dated Feb. 4, 2026, Valley Wealth Managers, Inc. sold 134,355 shares of Invesco KBW Bank ETF during the fourth quarter. The estimated transaction value was $10.6 million. The fund’s quarter-end KBWB position was valued at $14.1 million, down $9.5 million from the prior quarter, ...

Core Insights - The Invesco S&P MidCap Momentum ETF (XMMO) has delivered a remarkable 506.4% return over the past ten years, significantly outperforming the SPDR S&P MidCap 400 ETF (MDY), which returned 215.48% during the same period [1] - Recently, XMMO's one-year return of 14.82% has only slightly exceeded MDY's return of 12.69%, indicating a narrowing momentum edge [1] - A December 2025 analysis highlighted concerns regarding elevated valuations and degraded portfolio quality due to index reconstitution, suggesting that current holders should consider pairing XMMO with quality-focused mid-cap funds to mitigate valuation risks [1] Performance Metrics - XMMO has $5.2 billion in assets and a 0.35% expense ratio, providing concentrated exposure to mid-cap stocks with strong momentum [1] - The fund's top holdings include Ciena Corp (4.96%), Lumentum Holdings (4.33%), and Curtiss-Wright (4.19%), with a notable 26.2% allocation to the Industrials sector [1] - The ETF's long-term performance validates the momentum strategy, but the recent performance suggests that momentum factors are more effective over full market cycles [1] Investment Strategy - XMMO is designed for investors looking to overweight momentum within their mid-cap allocation rather than simply tracking a market-cap weighted index [1] - The strategy relies on price momentum persistence, which historically generates excess returns but comes with higher volatility [1] - The fund is best suited as a 10-20% satellite position within a diversified mid-cap allocation for growth-oriented investors who can tolerate above-average volatility [1]