Private Trust Company’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Private Trust Company’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	$7.41K	Buy	+227	New	+$6.74K	﹤0.01%	2172

Other funds holding IBBQ

WMS Group Folsom, Louisiana $77.5M AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Private Trust Company's IBBQ Position: Q2 2026 in Review

Private Trust Company opened a new position in Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2026: 227 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #2172 among its holdings.

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

Private Trust Company held 227 shares of Invesco NASDAQ Biotechnology ETF worth $7.41K as of Q2 2026.
Invesco NASDAQ Biotechnology ETF was a new Private Trust Company position in Q2 2026.
Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2172 holding.
14 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.