Invesco | Tax Center (2024)

Form 8937 — 2024
Invesco S&P 500 BuyWrite ETF

Form 8937 — 2023
Invesco Global ex-US High Yield Corporate Bond ETF
Invesco International Corporate Bond ETF
Invesco BulletShares 2023 USD Emerging Markets Debt ETF
Invesco BulletShares 2024 USD Emerging Markets Debt ETF
Invesco Focused Discovery Growth ETF
Invesco FTSE International Low Beta Equal Weight ETF
Invesco Investment Grade Value ETF
Invesco RAFI Strategic Developed Ex-US ETF
Invesco RAFI Strategic Emerging Markets ETF
Invesco RAFI Strategic US Small Company ETF
Invesco Russell 1000 Enhanced Equal Weight ETF
Invesco Russell 1000 Low Beta Equal Weight ETF
Invesco S&P International Developed High Dividend Low Volatility ETF
Invesco S&P SmallCap 600^® Equal Weight ETF
Invesco Select Growth ETF
Invesco US Large Cap Core ESG ETF
Invesco Balanced Multi-Asset Allocation ETF
Invesco Conservative Multi-Asset Allocation ETF
Invesco Growth Multi-Asset Allocation ETF
Invesco Moderately Conservative Multi-Asset Allocation ETF
Invesco PureBeta^SM FTSE Developed ex-North America ETF
Invesco PureBeta^SM FTSE Emerging Markets ETF
Invesco PureBeta^SM MSCI USA Small Cap ETF
Invesco PureBeta^SM US Aggregate Bond ETF
Invesco S&Pr SmallCap Consumer Staples ETF
Invesco S&Pr SmallCap Health Care ETF
Invesco Dynamic Market ETF
Invesco Dynamic Semiconductors ETF
Invesco Dynamic Software ETF
Invesco Dynamic Oil & Gas Services ETF
Invesco FTSE RAFI US 1000 ETF
Invesco FTSE RAFI US 1500 Small-Mid ETF
Invesco S&Pr SmallCap Energy ETF
Invesco S&Pr SmallCap Information Technology ETF
Invesco DWA Healthcare Momentum ETF
Invesco DWA Technology Momentum ETF
Invesco NASDAQ Internet ETF
Invesco Global Listed Private Equity ETF
Invesco S&P 500r Pure Growth ETF
Invesco S&P MidCap 400r Pure Growth ETF
Invesco S&P SmallCap 600 Revenue ETF
Invesco S&P 500r Top 50 ETF
Invesco S&P SmallCap 600r Pure Growth ETF
Invesco S&P 500r Equal Weight Materials ETF
Invesco S&P 500r Equal Weight Industrials ETF
Invesco S&P 500r Equal Weight Technology ETF
Invesco S&P 500r Equal Weight Health Care ETF
Invesco S&P 500r Equal Weight Consumer Staples ETF
Invesco S&P 500r Equal Weight Consumer Discretionary ETF
Invesco S&P 500r Equal Weight Utilities ETF
Invesco CEF Income Composite ETF
Invesco BulletShares 2023 Corporate Bond ETF
Invesco BulletShares 2023 Corporate Bond ETF - ROC
Invesco BulletShares 2023 High Yield Corporate Bond ETF
Invesco BulletShares 2023 Municipal Bond ETF
Invesco BulletShares 2023 Municipal Bond ETF - ROC

Form 8937 — 2022
Invesco BulletShares 2022 Corporate Bond ETF
Invesco BulletShares 2022 High Yield Corporate Bond ETF
Invesco BulletShares 2022 Municipal Bond ETF
Invesco BulletShares 2022 USD Emerging Markets Debt ETF
Invesco Global Short Term High Yield Bond ETF
Invesco High Yield Bond Factor ETF
Invesco International Corporate Bond ETF
Invesco MSCI Green Building ETF

Form 8937 — 2021
Invesco Senior Loan ETF
Invesco Global Short Term High Yield Bond ETF

Form 8937 — 2020
Invesco BRIC ETF
Invesco BulletShares 2020 Corporate Bond ETF
Invesco BulletShares 2020 High Yield Corporate Bond ETF
Invesco BulletShares 2021 USD Emerging Markets Debt ETF
Invesco BulletShares 2027 Municipal Bond ETF
Invesco China Real Estate ETF
Invesco China Small Cap ETF
Invesco Corporate Income Defensive ETF
Invesco Corporate Income Value ETF
Invesco DWA NASDAQ Momentum ETF
Invesco DWA Tactical Multi-Asset Income ETF
Invesco DWA Tactical Sector Rotation ETF
Invesco Dynamic Retail ETF
Invesco Emerging Markets Debt Defensive ETF
Invesco Emerging Markets Debt Value ETF
Invesco Emerging Markets Revenue ETF
Invesco Emerging Markets Ultra Dividend Revenue ETF
Invesco ESG Revenue ETF
Invesco Frontier Markets ETF
Invesco Global ESG Revenue ETF
Invesco Global Revenue ETF
Invesco Global Short Term High Yield Bond ETF
Invesco India ETF
Invesco Insider Sentiment ETF
Invesco International Revenue ETF
Invesco International Ultra Dividend Revenue ETF
Invesco LadderRite 0-5 Year Corporate Bond ETF
Invesco MSCI Emerging Markets Equal Country Weight ETF
Invesco Multi-Factor Core Fixed Income ETF
Invesco Multi-Factor Core Plus Fixed Income ETF
Invesco Multi-Factor Defensive Core Fixed Income ETF
Invesco Multi-Factor Income ETF
Invesco RAFITM Strategic Developed ex-US Small Company ETF
Invesco Russell 1000 Low Volatility Factor ETF
Invesco Russell 1000 Momentum Factor ETF
Invesco Russell 1000 Quality Factor ETF
Invesco Russell 1000 Size Factor ETF
Invesco Russell 1000 Value Factor ETF
Invesco Russell 1000 Yield Factor ETF
Invesco S&P Financials Revenue ETF
Invesco S&P Global Dividend Opportunities Index ETF
Invesco S&P High Income Infrastructure ETF
Invesco Shipping ETF
Invesco Variable Rate Investment Grade ETF

Form 8937 — 2019
Invesco BulletShares 2021 US Emerging Markets Debt ETF (BSAE)
Invesco Canadian Energy ETF (ENY)
Invesco China All-Cap ETF (YAO)
Invesco Chinese Yuan Dim Sum Bond ETF (DSUM)
Invesco DWA Momentum & Low Volatility Rotation ETF (DWLV)
Invesco Emerging Markets Infrastructure ETF (PXR)
Invesco FTSE RAFI Asia Pacific ex-Japan ETF (PAF)
Invesco Global Agriculture ETF (PAGG)
Invesco Global Gold and Precious Metals ETF (PSAU)
Invesco International Corporate Bond ETF (PICB)
Invesco Multi-Factor Large Cap ETF (GMFL)
Invesco Multi-Strategy Alternative ETF (LALT)
Invesco Russell 2000 Equal Weight ETF (EQWS)
Invesco S&P 100 Equal Weight ETF (OEW)
Invesco S&P 500 Value With Momentum ETF (SPVM)
Invesco Senior Loan ETF (BKLN)
Invesco U.S. Large Cap Optimized Volatility ETF (OVLC)
Invesco WilderHill Progressive Energy ETF (PUW)
Invesco Wilshire Micro-Cap ETF (WMCR)
Invesco Wilshire US REIT ETF (WREI)
Invesco Zacks International Multi-Asset Income ETF (HGI)
Invesco Zacks Micro Cap ETF (PZI)

Form 8937 — 2018
Invesco Chinese Yuan Dim Sum Bond ETF (DSUM)

Form 8937 — 2017
Invesco BRIC ETF (EEB)
Invesco BulletShares 2018 Corporate Bond ETF (BSCI)
Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI)
Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)
Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ)
Invesco BulletShares 2020 Corporate Bond ETF (BSCK)
Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK)
Invesco BulletShares 2021 Corporate Bond ETF (BSCL)
Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL)
Invesco BulletShares 2022 Corporate Bond ETF (BSCM)
Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM)
Invesco BulletShares 2023 Corporate Bond ETF (BSCN)
Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN)
Invesco BulletShares 2024 Corporate Bond ETF (BSCO)
Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO)
Invesco BulletShares 2025 Corporate Bond ETF (BSCP)
Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP)
Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)
Invesco BulletShares 2027 Corporate Bond ETF (BSCR)
Invesco California AMT-Free Municipal Bond ETF (PWZ)
Invesco Canadian Energy Income ETF (ENY)
Invesco CEF Income Composite ETF (PCEF)
Invesco China All-Cap ETF (YAO)
Invesco China Small Cap ETF (HAO)
Invesco China Technology ETF (CQQQ)
Invesco China Real Estate ETF (TAO)
Invesco Chinese Yuan Dim Sum Bond ETF (DSUM)
Invesco Contrarian Opportunities ETF (CNTR)
Invesco Defensive Equity ETF (DEF)
Invesco Developed EuroPacific Currency Hedged Low Volatility ETF (FXEP)
Invesco Dow Jones Industrial Average Dividend ETF (DJD)
Invesco Emerging Markets Sovereign Debt ETF (PCY)
Invesco Europe Currency Hedged Low Volatility ETF (FXEU)
Invesco Frontier Markets ETF (FRN)
Invesco Global Short Term High Yield Bond ETF (PGHY)
Invesco Insider Sentiment ETF (NFO)
Invesco International Corporate Bond ETF (PICB)
Invesco International Multi-Asset Income ETF (HGI)
Invesco Japan Currency hedged Low Volatility ETF Form (FXJP)
Invesco KBW High Dividend Yield Financial ETF (KBWD)
Invesco MSCI Emerging Markets Equal Country Weight ETF (EWEM)
Invesco MSCI Global Timber ETF (CUT)
Invesco Multi-Factor Large Cap ETF (GMFL)
Invesco Raymond James SB-1 Equity ETF (RYJ)
Invesco S&P 100 Equal Weight ETF (OEW)
Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RCD)
Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS)
Invesco S&P 500 Equal Weight Energy ETF (RYE)
Invesco S&P 500 Equal Weight Financials ETF (RYF)
Invesco S&P 500 Equal Weight Health Care ETF (RYH)
Invesco S&P 500 Equal Weight Industrials ETF (RGI)
Invesco S&P 500 Equal Weight Materials ETF (RTM)
Invesco S&P 500 Equal Weight ETF (RSP)
Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)
Invesco S&P 500 Equal Weight Technology ETF (RYT)
Invesco S&P 500 Equal Weight Utilities ETF (RYU))
Invesco S&P 500 Pure Growth ETF (RPG)
Invesco S&P 500 Pure Value ETF (RPV)
Invesco S&P 500 Top 50 ETF (XLG)
Invesco S&P Global Dividend Opportunities Index ETF (LVL)
Invesco S&P Global Water Index ETF (CGW)
Invesco S&P High Income Infrastructure ETF (GHII)
Invesco S&P MidCap 400 Equal Weight ETF (EWMC)
Invesco S&P MidCap 400 Pure Growth ETF (RFG)
Invesco S&P MidCap 400 Pure Value ETF (RFV)
Invesco S&P SmallCap 600 Equal Weight ETF (EWSC)
Invesco S&P SmallCap 600 Pure Growth ETF (RZG)
Invesco S&P SmallCap 600 Pure Value ETF (RZV)
Invesco S&P Spin-Off ETF (CSD)
Invesco Shipping ETF (SEA)
Invesco Solar ETF (TAN)
Invesco Total Return Bond ETF (GTO)
Invesco Ultra Short Duration ETF (GSY)
Invesco U.S. Large Cap Optimized Volatility ETF (OVLC)
Invesco Variable Rate Investment Grade ETF (VRIG)
Invesco VRDO Tax-Free Weekly ETF (PVI)
Invesco Wilshire Micro-Cap ETF (WMCR)
Invesco Wilshire US REIT ETF (WREI)
Invesco Zacks Mid-Cap Core ETF (CZA)

Form 8937 — 2016
PowerShares California AMT-Free Municipal Bond Portfolio (PWZ)
PowerShares CEF Income Composite Portfolio (PCEF)
PowerShares China A-Share Portfolio (CHNA)
PowerShares Chinese Yuan Dim Sum Bond Portfolio (DSUM)
PowerShares DWA Emerging Markets Momentum Portfolio (PIE)
PowerShares DWA Tactical Sector Rotation Portfolio (DWTR)
PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM)
PowerShares Fundamental Investment Grade Corporate Bond Portfolio (PFIG)
PowerShares Global Short Term High Yield Bond Portfolio (PGHY)
PowerShares International Corporate Bond Portfolio (PICB)
PowerShares KBW Capital Markets Portfolio (KBWC)
PowerShares KBW High Dividend Yield Financial Portfolio (KBWD)
PowerShares KBW Insurance Portfolio (KBWI)
PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI)
PowerShares National AMT-Free Municipal Bond Portfolio (PZA)
PowerShares New York AMT-Free Municipal Bond Portfolio (PZT)
PowerShares Senior Loan Portfolio (BKLN)
PowerShares Variable Rate Investment Grade Portfolio (VRIG)
PowerShares VRDO Tax-Free Weekly Portfolio (PVI)
Russell 1000 Equal Weight (EQAL)
S&P 500 Equal Weight Financials (RYF)

Form 8937 — 2015
PowerShares International Corporate Bond Portfolio (PICB)
PowerShares CEF Income Composite Portfolio (CEF)
PowerShares VRDO Tax-Free Weekly Portfolio (PVI)
PowerShares Variable Rate Preferred Portfolio (VRP)
PowerShares Senior Loan Portfolio (BKLN)
PowerShares S&P 500 ex-Rate Sensitive Low Volatility Portfolio (XRLV)
PowerShares New York AMT-Free Municipal Bond Portfolio (PZT)
PowerShares National AMT-Free Municipal Bond Portfolio (PZA)
PowerShares KBW Dividend Yield Financial Portfolio (KBWD)
PowerShares Global Short Term High Yield Bond Portfolio (PGHY)
PowerShares Chinese Yuan Dim Sum Bond Portfolio (DSUM)
PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM)
PowerShares California AMT-Free Municipal Bond Portfolio (PWZ)
Russell 1000 Equal Weight (EQAL)
Russell 2000 Equal Weight (EQWS)
Russell Mid Cap Equal Weight (EQWM)
S&P 500 Equal Weight Financials (RYF)
S&P 500 Equal Weight Industrials (RGI)
S&P 500 Equal Weight Technology (RYT)
S&P Midcap 400 Pure Growth (RFG)
S&P Small Cap 600 Pure Growth (RZG)

Form 8937 — 2014
Canadian Energy Income (ENY)
International Multi-Asset Income (HGI)
PowerShares Dynamic Magniquant Portfolio (PIQ) Liquidation
PowerShares KBW International Financial Portfolio (KBWX) Liquidation
PowerShares Lux Nanotech Portfolio (PXN) Liquidation
PowerShares MENA Frontier Countries Portfolio (PMNA) Liquidation
PowerShares S&P SmallCap Energy Portfolio (PSCE)
PowerShares National AMT-Free Municipal Bond Portfolio (PZA)
PowerShares New York AMT-Free Municipal Bond Portfolio (PZT)
PowerShares California AMT-Free Municipal Bond Portfolio (PWZ)
PowerShares VRDO Tax-Free Weekly Portfolio (PVI)
PowerShares Variable Rate Preferred Portfolio (VRP)
PowerShares DWA SmallCap Momentum Portfolio (DWAS)
PowerShares Global Short Term High Yield Bond Portfolio (PGHY)
PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM)
8937 PowerShares Senior Loan Portfolio (BKLN)
8937 PowerShares Chinese Yuan Dim Sum Bond Portfolio (DSUM)

Form 8937 — 2013
Active Low Duration Fund (PLK) Liquidation
Active Mega-Cap Fund (PMA) Liquidation
Canadian Energy Income (ENY)
Convertible Securities Portfolio (CVRT) Liquidation
Dynamic Banking Portfolio (PJB) Liquidation
Dynamic Insurance Portfolio (PIC) Liquidation
Global Coal Portfolio (PKOL) Liquidation
Global Nuclear Energy Portfolio (PKN) Liquidation
Global Steel Portfolio (PSTL) Liquidation
Global Wind Energy Portfolio (PWND) Liquidation
Ibbotson Alternative Completion Portfolio (PTO) Liquidation
Morningstar StockInvestor Core Portfolio (PYH) Liquidation
RiverFront Tactical Balanced Growth Portfolio (PAO) Liquidation
RiverFront Tactical Growth & Income Portfolio (PCA) Liquidation
PowerShares CEF Income Composite Portfolio (PCEF)
PowerShares Fundamental Emerging Markets Local Debt Portfolio (PFEM)
PowerShares Insured California Municipal Bond Portfolio (PWZ)
PowerShares Insured National Municipal Bond Portfolio (PZA)
PowerShares Insured New York Municipal Bond Portfolio (PZT)
PowerShares International Corporate Bond Portfolio (PICB)
PowerShares Senior Loan Portfolio (BKLN)
PowerShares VRDO Tax-Free Weekly Portfolio (PVI)
S&P 500 Pure Growth (RPG)

Form 8937 — 2012
BLRS Asia 50 ADR Index Fund (ADRA)
KBW Bank Portfolio (KBWB)
CEF Income Composite Portfolio (PCEF)
Chinese Yuan Dim Sum Bond Portfolio (DSUM)
Convertible Securities Portfolio (CVRT)
Insured New York Municipal Bond Portfolio (PZT)
International Corporate Bond Portfolio (PICB)
KBW Premium Yield Equity REIT Portfolio
MENA Frontier Countries Portfolio (PMNA)
Mulit-Asset Income (CVY)
Senior Loan Portfolio (BKLN)
Wishire US REIT (WREI)

Currency Shares grantor trust tax reporting

Invesco CurrencyShares^®	2023	2022	2021	2020	2019	2018
Invesco CurrencyShares^® Australian Dollar Trust
Invesco CurrencyShares^® British Pound Sterling Trust
Invesco CurrencyShares^® Canadian Dollar Trust
Invesco CurrencyShares^® Chinese Renminbi Trust
Invesco CurrencyShares^® Euro Trust
Invesco CurrencyShares^® Japanese Yen Trust
Invesco CurrencyShares^® Singapore Dollar Trust
Invesco CurrencyShares^® Swedish Krona Trust
Invesco CurrencyShares^® Swiss Franc Trust

Additional resources

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 risk similar to stocks, including those related to short selling and margin maintenance. Ordinary brokerage commissions apply.

While it is not Invesco Invesco Capital Management LLC intention, there is no guarantee that the Funds will not distribute capital gains to its shareholders.

Invesco and Invesco Distributors, Inc. and their affiliates do not provide tax advice. Please note that (i) any discussion of U.S. tax matters contained is this communication cannot be used for the purpose of avoiding tax penalties; (ii) this communication was written to support this promotion or marketing of matters addressed herein; and (iii) you should seek advice based on your particular circ*mstances from an independent tax advisor.

The information in this communication is not a complete analysis of every material aspect relating to tax harvesting. This communication is for educational purposes only. Tax consequences will vary between individuals and each individual should carefully evaluate his or her tax position with an independent advisor.

Invesco acquired Guggenheim's exchange-traded fund business on April 6, 2018 and May 18, 2018. Invesco is not affiliated with Guggenheim.

The Invesco DB and CurrencyShares Funds are not mutual funds or any other type of Investment Company within the meaning of the Investment Company Act of 1940, as amended, and are not subject to regulation thereunder. Shares in the Invesco DB Funds are not FDIC insured, may lose value and have no bank guarantee.