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Portus Wealth Advisors’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Portus Wealth Advisors’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 		– Sell
-130
Closed -$3.77K – 264
2026
Q1 		$3.77K Buy
+130
New +$3.78K ﹤0.01% 198

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

Portus Wealth Advisors's IBBQ Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2026, closing a stake of 130 shares — an estimated $3.77K sold.

Portus Wealth Advisors first reported a position in IBBQ in Q1 2026 and held it in 1 quarter. The position peaked at $3.77K in Q1 2026. 35 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 130 Invesco NASDAQ Biotechnology ETF shares in Q2 2026, an estimated $3.77K.
  • Portus Wealth Advisors first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Invesco NASDAQ Biotechnology ETF position peaked at $3.77K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.