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Panoramic Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Panoramic Capital Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,009
Closed -$420K – 60
2025
Q1 		$420K Buy
+1,009
New +$513K 0.43% 26

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Panoramic Capital Partners's QQQ Position: Q2 2025 in Review

Panoramic Capital Partners sold out of Invesco QQQ Trust (QQQ) in Q2 2025, closing a stake of 1,009 shares — an estimated $420K sold.

Panoramic Capital Partners first reported a position in QQQ in Q1 2025 and held it in 1 quarter. The position peaked at $420K in Q1 2025. 3,483 funds tracked by Wall St. Rank hold QQQ as of Q2 2025.

  • Panoramic Capital Partners reported no remaining Invesco QQQ Trust position as of Q2 2025 after selling out during the quarter.
  • Panoramic Capital Partners sold 1,009 Invesco QQQ Trust shares in Q2 2025, an estimated $420K.
  • Panoramic Capital Partners first reported a position in Invesco QQQ Trust in Q1 2025 and held it in 1 quarter.
  • Panoramic Capital Partners's Invesco QQQ Trust position peaked at $420K in Q1 2025.
  • 3,483 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2025.

Based on Panoramic Capital Partners's 13F filing for Q2 2025, filed 18 Jul 2025.