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Disclosery

IBBQ INVESCO EXCH TRADED FD TR II

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NASDAQ BIOTECH (fund)

41 managers (41 13F filers) reported a position in IBBQ shares at 2026-03-31, 747,474 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
15
Added
7
Reduced
9
Sold out
5
Shares held by filers
747,474

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC151,441$4.39M<0.01%+108,46413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,008$3.19M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,395$2.65M<0.01%-12,64513F-HRTimelineGroup
WMS Group LLC59,416$1.72M2.5%-90,43913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP51,400$1.49M<0.01%+22,40013F-HRTimelineGroup
Clearstead Advisors, LLC38,841$1.13M0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,223$963K0.03%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,396$939K<0.01%new13F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC29,300$849K0.11%013F-HRTimeline
Independent Advisor Alliance26,550$770K0.01%+3,55713F-HRTimeline
Advisory Services Network, LLC20,978$608K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,701$426K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC13,753$399K<0.01%-4813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12,570$364K0.06%013F-HRTimeline
Beckerman Institutional, LLC11,030$320K0.17%+26513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,089$292K<0.01%+2,10013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,054$233K<0.01%-7,75313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,938$230K0.01%-2,13413F-HRTimelineGroup
Ignite Planners, LLC7,702$223K0.03%+13913F-HRTimeline
Breakwater Capital Group6,906$200K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,451$42.4K<0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG1,326$38.4K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,306$38K<0.01%013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,067$30.9K<0.01%new13F-HRTimelineGroup
MAI Capital Management840$24.4K<0.01%-1013F-HRTimeline
Sound Income Strategies, LLC799$23.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC653$18.9K0.01%-1,17713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY551$16K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC300$8.76K<0.01%-30013F-HRTimeline
Innovative Asset Advisors Group, LLC250$7.25K<0.01%13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…200$6K<0.01%013F-HR/ATimeline
Princeton Global Asset Management LLC200$5.8K<0.01%013F-HRTimeline
Allworth Financial LP168$4.87K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.167$4.85K<0.01%new13F-HRTimeline
Portus Wealth Advisors, LLC130$3.77K<0.01%new13F-HRTimeline
WealthShield Partners, LLC100$2.9K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…98$2.85K<0.01%-113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN85$2.46K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC67$1.94K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC25$762<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%013F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.