Lauer Wealth
IBBQ icon

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

Lauer 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
Q3 		$425K Buy
12,625
+6,425
+104% +$220K 0.27% 53
2026
Q2 		$201K Buy
+6,200
New +$184K 0.12% 69

Other funds holding IBBQ

IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Churchill Financial Advisors
Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lauer Wealth's IBBQ Position: Q3 2026 in Review

Lauer Wealth increased its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 104% in Q3 2026, buying an estimated $220K and bringing the position to 12,625 shares worth $425K. The position accounts for 0.27% of the portfolio, ranked #53.

Lauer Wealth first reported a position in IBBQ in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold IBBQ as of Q3 2026.

  • Lauer Wealth held 12,625 shares of Invesco NASDAQ Biotechnology ETF worth $425K as of Q3 2026.
  • Lauer Wealth bought 6,425 Invesco NASDAQ Biotechnology ETF shares in Q3 2026, an estimated $220K.
  • Invesco NASDAQ Biotechnology ETF made up 0.27% of Lauer Wealth's portfolio in Q3 2026, its #53 holding.
  • Lauer Wealth first reported a position in Invesco NASDAQ Biotechnology ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.