IBBQ — INVESCO EXCH TRADED FD TR II

Ownership history in Beckerman Institutional, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in INVESCO EXCH TRADED FD TR II (IBBQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2025 Q4)
Avg. % of fund
0.16%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,765 +166 +1.6% 0.17% $306K $28.40
2025 Q3 INITIATED 10,599 — — 0.15% $258K $24.23
% of Fund (quarterly)    IBBQ price (monthly, adj. close)

Other funds also holding IBBQ

As of 2025 Q4 — sorted by position size

WMS Group LLC 5.41% Ignite Planners, LLC 3Y 0.03% Clarius Group, LLC 3Y 7Y 0.03% Mirae Asset Global Investments Co., Ltd. 3Y 7Y 0.02% Independent Advisor Alliance 3Y 7Y 0.02% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 0.01% CreativeOne Wealth, LLC 3Y 7Y 0.01% ORG Partners LLC 0.01% GeoWealth Management, LLC 3Y 0.0% Orion Porfolio Solutions, LLC 3Y 7Y 0.0%
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