IBBQ — INVESCO EXCH TRADED FD TR II

Ownership history in CreativeOne Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, 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
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,072 -428 -4.1% 0.01% $286K $28.40
2025 Q1 INITIATED 10,500 — — 0.01% $222K $21.01
% 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% Beckerman Institutional, LLC 0.17% 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% ORG Partners LLC 0.01% GeoWealth Management, LLC 3Y 0.0% Orion Porfolio Solutions, LLC 3Y 7Y 0.0%
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