O'Shaughnessy Asset Management’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

O'Shaughnessy Asset 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	$16.3K	Buy	+500	New	+$14.8K	﹤0.01%	2399

Other funds holding IBBQ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WMS Group Folsom, Louisiana $77.5M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

O'Shaughnessy Asset Management's IBBQ Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2026: 500 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #2399 among its holdings.

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

O'Shaughnessy Asset Management held 500 shares of Invesco NASDAQ Biotechnology ETF worth $16.3K as of Q2 2026.
Invesco NASDAQ Biotechnology ETF was a new O'Shaughnessy Asset Management position in Q2 2026.
Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2399 holding.
35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.