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RAFFA WEALTH MANAGEMENT, LLC’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$411K Hold
12,570
– – 0.05% 65
2026
Q1 		$364K Hold
12,570
– – 0.06% 68
2025
Q4 		$357K Hold
12,570
– – 0.05% 71
2025
Q3 		$306K Hold
12,570
– – 0.05% 71
2025
Q2 		$266K Buy
+12,570
New +$258K 0.05% 77

Other funds holding IBBQ

WG
WMS Group Folsom, Louisiana $77.5M AUM
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IBBQ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Invesco NASDAQ Biotechnology ETF (IBBQ) position steady in Q2 2026 at 12,570 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #65.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBBQ in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold IBBQ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 12,570 shares of Invesco NASDAQ Biotechnology ETF worth $411K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Invesco NASDAQ Biotechnology ETF share count unchanged in Q2 2026.
  • Invesco NASDAQ Biotechnology ETF made up 0.05% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #65 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco NASDAQ Biotechnology ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.