Invesco Rallies 16.6% in Three Months after $400B QQQ ETF Shift
Invesco shares gained 16.6% in three months, outpacing S&P 500, driven by a 10% five-year AUM CAGR, private markets partnerships and QQQ Trust shift to an open-end ETF capturing over $400 billion in assets. Valley Wealth sold 134,355 KBW Bank ETF shares, cutting its quarter-end position by $9.5 million.
1. Invesco Outperforms with Strategic AUM Growth
Invesco shares have risen 16.6% over the past three months, surpassing the S&P 500’s 3.8% gain and industry average. The firm achieved a 10% compound annual AUM growth rate from 2020–2025, bolstered private markets capabilities via partnerships with LGT and Barings, and converted its QQQ Trust into an open-end ETF capturing over $400 billion in assets.
2. Valley Wealth Sells $10.6M of Invesco KBW Bank ETF
Valley Wealth liquidated 134,355 shares of the Invesco KBW Bank ETF, valued at approximately $10.6 million based on quarterly average prices, reducing its quarter-end position value by around $9.5 million due to the sale and market movements.