INFOGRAPHIC Invesco QQQ™ Tax-Optimized SMA
Inception Date: 12/31/2023
CUSTOM SMAS BY INVESCO
Equity SMAs
Bring the power of personalization to your equity portfolio across investment styles, sectors, and regions.
Tax optimization
Continuously harvest losses, defer gains, and implement other techniques to enhance your after-tax returns.
Customization
Tailor your portfolio to reflect your values and your views on sectors, factors, or other criteria.
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 build customized separately managed accounts that seek to deliver tax alpha using a highly systematic, quantitative research-driven investment process via a state-of-the-art portfolio management platform.
Strategy |
Description |
Fact sheets |
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| Invesco QQQ Tax-Optimized SMA | Based on the Nasdaq-100® Index, which provides access to some of today’s most innovative companies. | Download | |
| Invesco S&P 500 Equal Weight Tax-Optimized SMA | Based on the S&P 500 Equal Weight Index, which equally weights the stocks in the S&P 500 Index. | Download | |
| Invesco Enhanced Tax-Optimized Large Cap Equity SMA | US large cap portfolio with long and short exposure, seeking to manage risk, enhance pre-tax performance and improve opportunities for tax management. | Download | |
| Invesco Tax-Optimized Total Market Equity SMA | All-cap US equity portfolio with long-only exposure and a custom tax-management overlay. | Download |
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| Invesco Tax-Optimized Large Cap Equity SMA | US large-cap common-stock portfolio with long-only exposure and a custom tax-management overlay. | ||
| 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. | ||
| 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. | ||
| Invesco Enhanced Tax-Optimized Total Market Equity SMA | US all-cap common-stock portfolio with long and short exposure, seeking to manage risk, enhance pre-tax performance and improve opportunities for tax management. | ||
| Invesco Enhanced Tax-Optimized Global Broad SMA | Global developed and emerging markets portfolio with long and short exposure, seeking to manage risk, enhance pre-tax performance and improve opportunities for tax management. May include ADRs, GDRs, common stock traded on domestic exchanges, and ETFs. | ||
| Invesco Enhanced Tax-Optimized Global Developed SMA | US all-cap common-stock portfolio consisting of both long and short positions with custom funding options; the portfolio uses the long and short exposure to manage risk, enhance pre-tax performance and improve opportunities for tax management. |
Fundamental active SMAs
Access Invesco’s fundamental active equity strategies while still benefitting from more streamlined levels of customization.
International and Global Equity
Sector/US Equity
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Invesco U.S. Real Estate Securities SMA
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Invesco Comstock SMA
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Invesco Diversified Dividend SMA
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Invesco Growth and Income SMA
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Invesco Mid Cap Core SMA
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Invesco Mid Cap Growth SMA
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Invesco Large Cap Core SMA
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SteelPath Focused MLP SMA
Explore our SMA solutions
Whether you’re looking for active or passive, fixed income or equities, Custom SMAs by Invesco let you create customized, tax-smart portfolios for any goal.
CUSTOM SMAS BY INVESCO Unlock the power of personalization
Custom SMAs by Invesco help you build tailored, tax-smart portfolios across asset classes.
FIXED INCOME SMAS Build customized bond portfolios
Create tax-smart fixed income portfolios that align with your values and unique cash-flow and diversification goals.
Start the conversation
Talk to our SMA specialists about how to bring Custom SMAs to your portfolio. Call us at (866) 769-2773 or provide your contact information and we'll reach out to you.
