US Equity QQQM
Invesco NASDAQ 100 ETF
Exposure to the 100 largest domestic and international nonfinancial companies listed on Nasdaq.
Invesco ETFs Optimize tax-loss harvesting
Our ETFs can help maintain exposure to an asset class after you’ve taken advantage of tax-loss harvesting to offset investment gains or income.
Maintain asset class exposure
Even if you sell an investment for tax-loss harvesting purposes, you can still invest in the asset class or type by swapping it for a similar ETF. This may allow your clients to stay invested in a similar exposure without violating the Internal Revenue Service wash-sale rule.1
Explore our broad lineup of ETFs
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US Equity RSP
Invesco S&P 500 Equal Weight ETF
Equal weight exposure to the largest 500 companies in the US as defined by S&P.
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US Equity XMHQ
Invesco S&P MidCap Quality ETF
Exposure to mid-cap U.S. companies with strong quality characteristics, focusing on financial health and stability, which may offer potential for long-term growth and lower volatility.
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US Fixed Income GTO
Invesco Total Return Bond ETF
Exposure to a diversified portfolio of US and international bonds, aiming to deliver total return through a combination of current income and capital appreciation, while managing risk across various fixed-income sectors.
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US Fixed Income BKLN
Invesco Senior Loan ETF
Exposure to interest-paying, senior loans issued by banks or other lending institutions to corporations, partnerships or other entities.
Invesco ETFs Streamline tax season with Invesco ETFs
Help your clients keep more of what they earn by implementing these two tax strategies.
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Turn market losses into tax savings
Market selloffs can be painful, but they provide opportunities for you to turn losses into tax savings for your clients. Here are important things to know about tax-loss harvesting with ETFs.
- Tax-loss harvesting involves selling underperforming investments and using the losses to offset gains from other investments or ordinary income.
- Even if you sell an investment to harvest the loss, you can still maintain exposure to the asset class or investment type by swapping into an ETF.
- Tax-loss harvesting opportunities arise throughout the year—not just at year-end.
- ETFs may allow your clients to stay invested in a similar exposure without violating the Internal Revenue Service’s wash-sale rule or explore investing in a different sector.
Invesco’s lineup of more than 230 ETFs gives you many options for trimming positions that are trading at a loss and buying different funds with similar objectives and exposures.
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Since ordinary brokerage commissions apply for each ETF buy and sell transaction, frequent trading activity may increase the cost of ETFs.
The Internal Revenue Service (IRS) has guidelines commonly referred to as the “wash sale” rule. In short, it outlines that investors cannot buy a “substantially identical” security 30 days before or after the sale of the funds chosen when conducting tax loss harvesting. Speak with a tax professional to confirm the exposure being replaced does not violate the IRS “wash sale” rule.
Invesco does not offer tax advice. Please consult your tax adviser for information regarding your own personal tax situation.
Internal Revenue Service (IRS) Wash-Sale Rule: A regulation that prohibits taxpayers from claiming a tax deduction for a security sold in a wash sale. A wash sale occurs when an individual sells a security at a loss and repurchases the same or a substantially identical security within 30 days before or after the sale. This rule is designed to prevent taxpayers from claiming artificial losses for tax benefits.
