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Disclosery

IBBQ INVESCO EXCH TRADED FD TR II

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NASDAQ BIOTECH (fund)

35 managers (35 13F filers) reported a position in IBBQ shares at 2026-06-30, 511,288 shares in all. 6 filers opened a position and 12 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
12
Reduced
7
Sold out
12
Shares held by filers
511,288

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,381$3.12M<0.01%+3,98613F-HRTimelineGroup
WMS Group LLC59,118$1.93M2.49%-29813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP51,400$1.68M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC49,951$1.63M<0.01%-60,05713F-HRTimeline
Independent Advisor Alliance29,676$969K0.02%+3,12613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC29,300$957K0.13%013F-HR/ATimeline
Advisory Services Network, LLC21,759$711K0.01%+78113F-HRTimeline
Churchill Financial Advisors, LLC20,326$664K0.13%new13F-HRTimeline
Orion Porfolio Solutions, LLC19,790$646K<0.01%+6,03713F-HRTimeline
Clearstead Advisors, LLC19,441$635K0.01%-19,40013F-HRTimeline
LPL Financial LLC15,960$521K<0.01%-135,48113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,194$496K0.01%-18,02913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,202$464K<0.01%-49913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC12,570$411K0.05%013F-HRTimeline
Beckerman Institutional, LLC11,456$374K0.18%+42613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,611$347K<0.01%+52213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,863$289K0.01%+92513F-HRTimelineGroup
Ignite Planners, LLC7,954$260K0.04%+25213F-HRTimeline
Breakwater Capital Group7,063$231K0.03%+15713F-HRTimeline
Lauer Wealth, LLC6,200$201K0.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,306$43K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC654$21.3K0.01%+113F-HRTimeline
Princeton Global Asset Management LLC601$19.6K<0.01%+40113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY551$18K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC500$16.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC263$8.59K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…251$8.2K<0.01%-1,20013F-HRTimeline
PRIVATE TRUST CO NA227$7.41K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…200$7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.167$5.47K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…99$3.22K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85$2.78K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.77$2.52K<0.01%new13F-HRTimeline
AE Wealth Management LLC67$2.19K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC25$815<0.01%013F-HRTimeline