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Apexium Financial’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Apexium Financial’s Portfolio IBBQ Stock Details IBBQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,299
Closed -$410K – 100
2022
Q1 		$410K Sell
17,299
-879
-5% -$18.2K 0.22% 57
2021
Q4 		$431K Buy
+18,178
New +$443K 0.22% 59

Other funds holding IBBQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BBP
Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's IBBQ Position: Q2 2022 in Review

Apexium Financial sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2022, closing a stake of 17,299 shares — an estimated $410K sold.

Apexium Financial first reported a position in IBBQ in Q4 2021 and held it in 2 quarters. The position peaked at $431K in Q4 2021. 9 funds tracked by Wall St. Rank hold IBBQ as of Q2 2022.

  • Apexium Financial reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q2 2022 after selling out during the quarter.
  • Apexium Financial sold 17,299 Invesco NASDAQ Biotechnology ETF shares in Q2 2022, an estimated $410K.
  • Apexium Financial first reported a position in Invesco NASDAQ Biotechnology ETF in Q4 2021 and held it in 2 quarters.
  • Apexium Financial's Invesco NASDAQ Biotechnology ETF position peaked at $431K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2022.

Based on Apexium Financial's 13F filing for Q2 2022, filed 28 Jul 2022.