O'Shaughnessy Asset Management
IBBQ icon

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
Q3 		$18.4K Hold
500
– – ﹤0.01% 2488
2026
Q2 		$16.3K Buy
+500
New +$14.8K ﹤0.01% 2399

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Kingswood Wealth Advisors
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WMS Group
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Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Independent Advisor Alliance
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

O'Shaughnessy Asset Management's IBBQ Position: Q3 2026 in Review

O'Shaughnessy Asset Management held its Invesco NASDAQ Biotechnology ETF (IBBQ) position steady in Q3 2026 at 500 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

O'Shaughnessy Asset Management first reported a position in IBBQ in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold IBBQ as of Q3 2026.

  • O'Shaughnessy Asset Management held 500 shares of Invesco NASDAQ Biotechnology ETF worth $18.4K as of Q3 2026.
  • O'Shaughnessy Asset Management left its Invesco NASDAQ Biotechnology ETF share count unchanged in Q3 2026.
  • Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2488 holding.
  • O'Shaughnessy Asset Management first reported a position in Invesco NASDAQ Biotechnology ETF in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.