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Clearstead Advisors’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Clearstead Advisors’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
2026
Q2 		$635K Sell
19,441
-19,400
-50% -$576K 0.01% 672
2026
Q1 		$1.13M Buy
+38,841
New +$1.13M 0.01% 486

Other funds holding IBBQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WG
WMS Group Folsom, Louisiana $77.5M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's IBBQ Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 50% in Q2 2026, selling an estimated $576K and leaving 19,441 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #672.

Clearstead Advisors first reported a position in IBBQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 35 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • Clearstead Advisors held 19,441 shares of Invesco NASDAQ Biotechnology ETF worth $635K as of Q2 2026.
  • Clearstead Advisors sold 19,400 Invesco NASDAQ Biotechnology ETF shares in Q2 2026, an estimated $576K.
  • Invesco NASDAQ Biotechnology ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #672 holding.
  • Clearstead Advisors first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's Invesco NASDAQ Biotechnology ETF position peaked at $1.13M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.