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DIVG
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Invesco Exchange-Traded Fund Trust II (DIVG)

Upturn stock ratingUpturn stock rating
$31.29
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

04/01/2025: DIVG (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 3.32%
Avg. Invested days 54
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 1852
Beta -
52 Weeks Range 25.85 - 32.50
Updated Date 04/8/2025
52 Weeks Range 25.85 - 32.50
Updated Date 04/8/2025

Upturn AI SWOT

Invesco Exchange-Traded Fund Trust II - ETF Summary

Profile: Invesco Exchange-Traded Fund Trust II is a series of exchange-traded funds (ETFs) offered by Invesco, a global investment management firm. The Trust offers numerous ETFs across various asset classes, including equity, fixed income, commodities, and alternative investments. Each ETF has its own unique investment objective and strategy, targeting specific sectors, industries, or market segments.

Objective: The primary investment goal of each ETF within Invesco Exchange-Traded Fund Trust II varies depending on the specific ETF. Some aim to track a particular market index, while others seek to achieve capital appreciation or income generation.

Issuer: Invesco Ltd. (IVZ) is a leading global asset manager with over $1.4 trillion in assets under management. The company boasts a strong reputation and a long track record in the investment industry, dating back to 1935. Its management team comprises experienced professionals with expertise in various asset classes and investment strategies.

Market Share: Invesco Exchange-Traded Fund Trust II holds a significant market share in the ETF industry. However, the specific market share varies depending on the individual ETF and its target market.

Total Net Assets: The total net assets under management across all ETFs within Invesco Exchange-Traded Fund Trust II exceed $250 billion.

Moat: Invesco's competitive advantages include its extensive investment experience, diverse product offerings, strong brand recognition, and access to a global network of research and distribution channels. Additionally, certain ETFs within the Trust offer unique strategies or niche market exposure, further solidifying their competitive edge.

Financial Performance: Past performance is not indicative of future results, but reviewing historical data can provide valuable insights. Analyzing the performance of individual ETFs within the Trust against their respective benchmarks is crucial to assess their effectiveness.

Growth Trajectory: The growth trajectory of individual ETFs within the Trust depends on various factors such as market conditions, investor demand, and the performance of the underlying assets. Analyzing trends and patterns can help understand the potential future growth of specific ETFs.

Liquidity: The average trading volume and bid-ask spread of individual ETFs within the Trust vary depending on the specific ETF and its underlying assets. Investors should consider these factors when evaluating the ease of trading an ETF.

Market Dynamics: Various factors influence the market environment for different ETFs within the Trust. These include economic indicators, sector growth prospects, and current market conditions. Understanding these dynamics helps assess potential risks and opportunities.

Competitors: Key competitors in the ETF industry include BlackRock, Vanguard, and State Street Global Advisors. Analyzing their market share and offerings can help evaluate Invesco's competitive positioning.

Expense Ratio: The expense ratio for individual ETFs within the Trust varies depending on the complexity of the strategy and the underlying assets. Investors should consider the expense ratio when evaluating the overall cost of investing in an ETF.

Investment Approach and Strategy: Individual ETFs within the Trust employ diverse investment strategies, including index tracking, sector allocation, active management, and thematic investing. The specific asset composition varies depending on the ETF's objective and focus.

Key Points:

  • Diversified range of ETFs across various asset classes.
  • Strong track record and reputation of the issuer, Invesco.
  • Competitive advantages through unique strategies, experienced management, and global reach.
  • Individual ETF performance varies depending on investment goals and strategies.
  • Liquidity and market dynamics differ for each ETF.

Risks:

  • Volatility risk associated with the underlying assets.
  • Market risk specific to the ETF's targeted sector or asset class.
  • Tracking error risk if the ETF fails to closely track its benchmark index.

Who Should Consider Investing:

  • Investors seeking diversified exposure to various asset classes.
  • Investors with specific investment goals aligned with individual ETF objectives.
  • Investors comfortable with the risks associated with the ETF's underlying assets.

Fundamental Rating Based on AI:

Based on the analysis of various factors, including financial health, market position, and future prospects, Invesco Exchange-Traded Fund Trust II receives an AI-based fundamental rating of 7 out of 10. This rating reflects the Trust's strong issuer, diverse product offerings, and competitive advantages. However, individual ETF performance and risk profiles can vary significantly, requiring thorough due diligence before investment.

Resources and Disclaimers:

This summary is based on publicly available information from Invesco's website and other reliable sources. Please conduct your own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results, and all investments involve risk. Information provided here should not be considered financial advice.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Invesco Exchange-Traded Fund Trust II

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, S&P Dow Jones Indices LLC compiles, maintains and calculates the underlying index, which is designed to measure the performance of a subset of companies within the S&P 500® Index that have the highest forecasted dividend yield growth. The fund is non-diversified.

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