Invesco ETFs
Explore our lineup of ETFs and see how they can be cost-effective and tax-efficient for maximizing your investments and building long-term wealth.
Invesco ETFs
Assist turning market losses into tax savings
Strategic tax-loss harvesting using our ETFs can be a potentially powerful way for financial professionals to showcase their value and enhance clients’ after-tax return potential.
Tax loss harvesting in three steps
Tax loss harvesting can be an effective strategy for turning your clients’ investment losses into tax savings. Here’s how it works: you could sell your clients underperforming investments, harvest their losses to offset capital gains and/or ordinary income, and replace their current assets with similar Invesco ETFs.
Explore our broad lineup of ETFs
| Fund | Ticker | Description | Asset class | Learn more |
|---|---|---|---|---|
| Invesco S&P 500 Equal Weight ETF | RSP | Provides equal weight exposure to the largest 500 companies in the US as defined by S&P. | US Equity | Fact sheet Why consider this fund? |
| Invesco NASDAQ 100 ETF | QQQM | Provides exposure to the 100 largest domestic and international nonfinancial companies listed on Nasdaq. | US Equity | Fact sheet Why consider this fund? |
| Invesco Russell 1000® Dynamic Multifactor ETF | OMFL | Provides index-based exposure to US large-cap assets with a rotating factor equity strategy. | US Equity | Fact sheet Why consider this fund? |
| Invesco Senior Loan ETF | BKLN | Provides exposure to interest-paying, senior loans issued by banks or other lending institutions to corporations, partnerships or other entities. | US Equity | Fact sheet Why consider this fund? |
| Invesco Solar ETF | TAN | Provides exposure to companies that are part of the solar energy industry. | US Equity | Fact sheet |
Find the right ETFs for your clients' investing goals
No matter what your clients are looking to achieve, our ETFs can help you build customized portfolios with precision and confidence.
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.
