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GeoWealth Management’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

GeoWealth Management’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 		– Sell
-2,988
Closed -$84.8K – 876
2025
Q4 		$84.8K Sell
2,988
-15,571
-84% -$424K ﹤0.01% 725
2025
Q3 		$451K Buy
+18,559
New +$427K 0.02% 471

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 $79.5B AUM 27.1% 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 $77.5M 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

GeoWealth Management's IBBQ Position: Q1 2026 in Review

GeoWealth Management sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q1 2026, closing a stake of 2,988 shares — an estimated $84.8K sold.

GeoWealth Management first reported a position in IBBQ in Q3 2025 and held it in 2 quarters. The position peaked at $451K in Q3 2025. 40 funds tracked by Wall St. Rank hold IBBQ as of Q1 2026.

  • GeoWealth Management reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 2,988 Invesco NASDAQ Biotechnology ETF shares in Q1 2026, an estimated $84.8K.
  • GeoWealth Management first reported a position in Invesco NASDAQ Biotechnology ETF in Q3 2025 and held it in 2 quarters.
  • GeoWealth Management's Invesco NASDAQ Biotechnology ETF position peaked at $451K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.