LPL Financial
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LPL Financial’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

LPL Financial’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 		$4.39M Buy
151,441
+108,464
+252% +$3.16M ﹤0.01% 2752
2025
Q4 		$1.22M Buy
+42,977
New +$1.17M ﹤0.01% 3866

Other funds holding IBBQ

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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LPL Financial's IBBQ Position: Q1 2026 in Review

LPL Financial increased its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 252% in Q1 2026, buying an estimated $3.16M and bringing the position to 151,441 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

LPL Financial first reported a position in IBBQ in Q4 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IBBQ as of Q1 2026.

  • LPL Financial held 151,441 shares of Invesco NASDAQ Biotechnology ETF worth $4.39M as of Q1 2026.
  • LPL Financial bought 108,464 Invesco NASDAQ Biotechnology ETF shares in Q1 2026, an estimated $3.16M.
  • Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2752 holding.
  • LPL Financial first reported a position in Invesco NASDAQ Biotechnology ETF in Q4 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.