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Concurrent Investment Advisors’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Concurrent Investment 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 		$464K Sell
14,202
-499
-3% -$14.8K ﹤0.01% 1449
2026
Q1 		$426K Buy
+14,701
New +$428K ﹤0.01% 1296

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Concurrent Investment Advisors's IBBQ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 3.4% in Q2 2026, selling an estimated $14.8K and leaving 14,202 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Concurrent Investment Advisors first reported a position in IBBQ in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • Concurrent Investment Advisors held 14,202 shares of Invesco NASDAQ Biotechnology ETF worth $464K as of Q2 2026.
  • Concurrent Investment Advisors sold 499 Invesco NASDAQ Biotechnology ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1449 holding.
  • Concurrent Investment Advisors first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.