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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WG
WMS Group Folsom, Louisiana $68.8M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

CreativeOne Wealth's IBBQ Position: Q1 2026 in Review

CreativeOne Wealth reduced its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 21% in Q1 2026, selling an estimated $62.1K and leaving 7,938 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1074.

CreativeOne Wealth first reported a position in IBBQ in Q1 2025 and has held it in 3 quarters since. The position peaked at $286K in Q4 2025. 39 funds tracked by Wall St. Rank hold IBBQ as of Q1 2026.

  • CreativeOne Wealth held 7,938 shares of Invesco NASDAQ Biotechnology ETF worth $230K as of Q1 2026.
  • CreativeOne Wealth sold 2,134 Invesco NASDAQ Biotechnology ETF shares in Q1 2026, an estimated $62.1K.
  • Invesco NASDAQ Biotechnology ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1074 holding.
  • CreativeOne Wealth first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's Invesco NASDAQ Biotechnology ETF position peaked at $286K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.