In today’s volatile market, generating consistent income is more crucial than ever. Derivative income ETFs are gaining traction in this environment, but not all strategies are created equal. Join our exclusive webinar with Rene Reyna, Head of Thematic and Specialty Product Strategy ETFs and Indexed Strategies, and George Avery, Senior Client Portfolio Manager, to discover how Invesco’s Income Advantage ETFs – QQA, RSPA, and EFAA – are designed to provide a reliable high-income stream while maintaining equity exposure and offering downside protection. Learn about the evolution of this category, the unique design of our strategies, and how our approach helps investors stay invested with confidence.
Register today to learn how these innovative strategies can enhance your portfolio’s income potential without sacrificing long-term growth.
Key Takeaways:
The Evolution of Derivative Income ETFs – Gain insights into the growth and trends shaping this dynamic category.
Avoid Common Income Strategy Pitfalls – Understand the pitfalls of some approaches and how our thoughtfully designed ETFs can create more reliable income.
Balancing Income, Growth, and Risk – Discover how Invesco QQQ Income Advantage ETF (QQA), Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA), and Invesco MSCI EAFE Income Advantage ETF (EFAA) provide a combination of monthly income, equity participation, and downside protection.
Accepted for 1 CFP / IWI / CFA CE Credit
Speakers:
George Avery, CFA®Senior Client Portfolio ManagerInvesco
George Avery is a Senior Client Portfolio Manager for the Invesco Global Asset Allocation
(GAA) team, which invests in stock, bond, and commodity markets worldwide.
Mr. Avery began his investment career when he joined Invesco in 2001. Before joining the
GAA team in 2017, he served as a senior product manager, managing activities exclusively
related to the GAA team. Mr. Avery has held various positions within the firm, including roles
in retirement services, institutional sales, request for proposal (RFP) management, and US
product and market research groups.
Mr. Avery earned a BA degree in economics from the University of Virginia. He is a Chartered
Financial Analyst® (CFA) charterholder and member of the CFA Society of Atlanta. Mr. Avery
holds the Series 3, 6, 7, 63 and 65 registrations.
Rene Reyna, CFP®Head of Thematic and Specialty Product StrategyInvesco
Rene Reyna is Head of Thematic and Specialty Product Strategy for the Exchange-Traded
Funds (ETFs) and Indexed Strategies teams at Invesco.
Mr. Reyna joined Invesco in 2010. Prior to his current role, he was head of Product Strategy
and Development for Invesco’s Unit Trust business. He served as a Unit Trust product specialist
prior to that role. Before joining the firm, Mr. Reyna was an investment representative with JP
Morgan Chase. He has been in the financial services industry since 2005.
Mr. Reyna earned a BS degree in financial planning and counseling from Purdue University. He
is a Certified Financial Planner® (CFP) and holds the Series 6, 7, 24, 63, and 66 registrations.
There are risks involved with investing in ETFs, including possible loss of money. Index-based ETFs are not actively managed. Actively managed ETFs do not necessarily seek to replicate the performance of a specified index. Both index-based and actively managed ETFs are subject to risks similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply. The Fund’s return may not match the return of the Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.
Shares are not individually redeemable and owners of the Shares may acquire those Shares from the Funds and tender those shares for redemption to the Fund in Creation Unit aggregations only, typically consisting of 10,000, 20,000, 25,000, 50,000, 75,000, 80,000, 100,000, 150,000 or 200,000 Shares.
