Fact sheet
Invesco QQQ™ Tax-Optimized SMA
Inception Date: 12/31/2023
CUSTOM SMAS BY INVESCO
Equity SMAs
Bring the power of personalization to equity portfolios across investment styles, sectors, and regions, along with the next-level tax optimization offered by our newest products: Invesco QQQ™ Tax-Optimized SMA and Invesco S&P 500® Equal Weight Tax-Optimized SMA
Tax optimization
Continuously harvest losses, defer gains, and implement other techniques to enhance your clients' after-tax returns.
Customization
Tailor portfolios to meet your clients' specific tax and risk targets, reflect their values, and manage concentrated stock positions.
Investment access
Build equity portfolios using the investment ideas and strategies of one of the world's largest asset management firms.
Fully customized, tax-optimized SMAs
We use a highly sophisticated process to build customized separately managed accounts designed to help your clients balance their tax and risk objectives, capitalize on ways to reduce their tax bills, and reflect their personal views in their portfolios. These featured SMAs offer differentiated exposure to well-known indexes.
| Strategy | Description | Fact Sheet | |
|---|---|---|---|
| Invesco Enhanced Tax-Optimized Large Cap Equity SMA | US large-cap common-stock portfolio with long/short exposure and a custom tax-management overlay. | Fact Sheet | |
| Invesco Tax-Optimized Total Market Equity SMA | All-cap US equity portfolio with long-only exposure and a custom tax-management overlay. | Fact Sheet | |
| Invesco Tax-Optimized Large Cap Equity SMA | US large-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | Fact sheet | |
| Invesco Tax-Optimized ESG Large Cap Equity SMA | ESG-focused US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | Fact sheet | |
| Invesco Tax-Optimized Large Cap Growth Equity SMA | Growth oriented US large and mid-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | Fact sheet | |
| Invesco Tax-Optimized International Developed Markets ADR SMA | Large and mid-cap international developed markets portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | Fact sheet | |
| Invesco Tax-Optimized Broad International ADR SMA | Large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | Fact sheet | |
| Invesco Tax-Optimized ESG International Developed Markets ADR SMA | ESG-focused large and mid-cap international developed and emerging markets common-stock portfolio with long-only exposure and a custom tax-management overlay. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | Fact sheet |
Helping you serve your clients
Fundamental active SMAs
Access Invesco’s fundamental active equity strategies while still benefitting from more streamlined levels of customization.
-
-
fact sheetInvesco Global SMA
-
fact sheet
Invesco EQV International Equity ADR SMA
-
fact sheet
Invesco OFI International Growth ADR SMA
-
fact sheet
Invesco International Core Equity ADR SMA
-
-
-
Fact sheet
Invesco U.S. Real Estate Securities SMA
-
fact sheet
Invesco Comstock SMA
-
fact sheet
Invesco Diversified Dividend SMA
-
fact sheet
Invesco Growth and Income SMA
-
fact sheet
Invesco Mid Cap Core SMA
-
fact sheet
Invesco Large Cap Core SMA
-
fact sheet
SteelPath Focused MLP SMA
-
Helping you serve your clients
Explore our SMA solutions
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create tailored, tax-smart portfolios for any client goal.
CUSTOM SMAS BY INVESCO
Unlock the power of personalization
Custom SMAs by Invesco empower advisors to deliver the tailored solutions and tax-smart portfolios clients expect from their advisors.
Transcript
FIXED INCOME SMAS
Explore fixed income solutions
See how we're delivering customization and tax optimization to align with investors' maturity, duration, geography, and values goals.
Transcript
Start the conversation
Talk to our SMA specialists about how to bring Custom SMAs to your clients. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
