LPL Financial
IBBQ icon

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
Q2 		$521K Sell
15,960
-135,481
-89% -$4.02M ﹤0.01% 4977
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WG
WMS Group Folsom, Louisiana $77.5M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

LPL Financial's IBBQ Position: Q2 2026 in Review

LPL Financial reduced its Invesco NASDAQ Biotechnology ETF (IBBQ) stake by 89% in Q2 2026, selling an estimated $4.02M and leaving 15,960 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #4977.

LPL Financial first reported a position in IBBQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.39M in Q1 2026. 35 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • LPL Financial held 15,960 shares of Invesco NASDAQ Biotechnology ETF worth $521K as of Q2 2026.
  • LPL Financial sold 135,481 Invesco NASDAQ Biotechnology ETF shares in Q2 2026, an estimated $4.02M.
  • Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4977 holding.
  • LPL Financial first reported a position in Invesco NASDAQ Biotechnology ETF in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Invesco NASDAQ Biotechnology ETF position peaked at $4.39M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.