Institute for Wealth Management’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Institute for Wealth 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 Q2	$2.52K	Buy	+77	New	+$2.29K	﹤0.01%	1560

Other funds holding IBBQ

WMS Group Folsom, Louisiana $77.5M AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $519M AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Institute for Wealth Management's IBBQ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2026: 77 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings.

18 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

Institute for Wealth Management held 77 shares of Invesco NASDAQ Biotechnology ETF worth $2.52K as of Q2 2026.
Invesco NASDAQ Biotechnology ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1560 holding.
18 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.