CW
IBBQ icon

CreativeOne Wealth’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

CreativeOne Wealth’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 		$289K Buy
8,863
+925
+12% +$27.4K 0.01% 1006
2026
Q1 		$230K Sell
7,938
-2,134
-21% -$62.1K 0.01% 1074
2025
Q4 		$286K Buy
+10,072
New +$274K 0.01% 970
2025
Q2 		– Sell
-10,500
Closed -$222K – 1146
2025
Q1 		$222K Buy
+10,500
New +$233K 0.01% 964

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

CreativeOne Wealth's IBBQ Position: Q2 2026 in Review

CreativeOne Wealth increased its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 12% in Q2 2026, buying an estimated $27.4K and bringing the position to 8,863 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1006.

CreativeOne Wealth first reported a position in IBBQ in Q1 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • CreativeOne Wealth held 8,863 shares of Invesco NASDAQ Biotechnology ETF worth $289K as of Q2 2026.
  • CreativeOne Wealth bought 925 Invesco NASDAQ Biotechnology ETF shares in Q2 2026, an estimated $27.4K.
  • Invesco NASDAQ Biotechnology ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1006 holding.
  • CreativeOne Wealth first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.