Tradition Wealth Management
IBBQ icon

Tradition Wealth Management’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-589
Closed -$13K – 755
2023
Q4 		$13K Buy
+589
New +$11.6K ﹤0.01% 945

Other funds holding IBBQ

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Eudaimonia Advisors
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Eudaimonia Partners
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Knightsbridge Asset Management
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Clarius Group LLC
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Lake Street Advisors Group
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
Partners Capital Investment Group
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tradition Wealth Management's IBBQ Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco NASDAQ Biotechnology ETF (IBBQ) in Q1 2024, closing a stake of 589 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in IBBQ in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 17 funds tracked by Wall St. Rank hold IBBQ as of Q1 2024.

  • Tradition Wealth Management reported no remaining Invesco NASDAQ Biotechnology ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 589 Invesco NASDAQ Biotechnology ETF shares in Q1 2024, an estimated $13K.
  • Tradition Wealth Management first reported a position in Invesco NASDAQ Biotechnology ETF in Q4 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Invesco NASDAQ Biotechnology ETF position peaked at $13K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.