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Stonebridge Financial Group (Pennsylvania)’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-180
Closed -$3.81K – 535
2025
Q1 		$3.81K Hold
180
– – ﹤0.01% 736
2024
Q4 		$3.87K Buy
+180
New +$4.15K ﹤0.01% 711

Other funds holding IBBQ

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KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
RWML
RAFFA WEALTH MANAGEMENT, LLC Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IBBQ Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q2 2025, closing a stake of 180 shares — an estimated $3.81K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IBBQ in Q4 2024 and held it in 2 quarters. The position peaked at $3.87K in Q4 2024. 19 funds tracked by Wall St. Rank hold IBBQ as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 180 Invesco NASDAQ Biotechnology ETF shares in Q2 2025, an estimated $3.81K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco NASDAQ Biotechnology ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco NASDAQ Biotechnology ETF position peaked at $3.87K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.