WR Wealth Planners’s Invesco NASDAQ Biotechnology ETF IBBQ Stock Holding History

WR Wealth Planners’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 Q4	$14.7K	Hold	685	–	–	﹤0.01%	531
2024 Q3	$16.3K	Hold	685	–	–	﹤0.01%	545
2024 Q2	$15.6K	Hold	685	–	–	﹤0.01%	491
2024 Q1	$15.2K	Buy	+685	New	+$15.2K	﹤0.01%	510
2023 Q4	–	Sell	-685	Closed	-$13.6K	–	492
2023 Q3	$13.6K	Hold	685	–	–	0.01%	491
2023 Q2	$14K	Hold	685	–	–	0.01%	490
2023 Q1	$14.2K	Buy	+685	New	+$14.4K	0.01%	479

Other funds holding IBBQ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's IBBQ Position: Q4 2024 in Review

WR Wealth Planners held its Invesco NASDAQ Biotechnology ETF (IBBQ) position steady in Q4 2024 at 685 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

WR Wealth Planners first reported a position in IBBQ in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.3K in Q3 2024. 21 funds tracked by Wall St. Rank hold IBBQ as of Q4 2024.

WR Wealth Planners held 685 shares of Invesco NASDAQ Biotechnology ETF worth $14.7K as of Q4 2024.
WR Wealth Planners left its Invesco NASDAQ Biotechnology ETF share count unchanged in Q4 2024.
Invesco NASDAQ Biotechnology ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #531 holding.
WR Wealth Planners first reported a position in Invesco NASDAQ Biotechnology ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Invesco NASDAQ Biotechnology ETF position peaked at $16.3K in Q3 2024.
21 funds tracked by Wall St. Rank held Invesco NASDAQ Biotechnology ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.