Panoramic Investment Advisors’s HCM Defender 100 Index ETF QQH Stock Holding History

Panoramic Investment Advisors’s Portfolio QQH Stock Details QQH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	20,601 -2,420	-11%	-$195K	0.84%	33
2026 Q1	$1.61M	Sell	23,021 -1,277	-5%	-$96.1K	0.87%	34
2025 Q4	$1.88M	Sell	24,298 -105	-0.4%	-$8.18K	1.02%	32
2025 Q3	$1.86M	Sell	24,403 -124	-0.5%	-$8.84K	1.05%	32
2025 Q2	$1.66M	Sell	24,527 -2,663	-10%	-$160K	1.02%	35
2025 Q1	$1.59M	Hold	27,190	–	–	1.07%	31
2024 Q4	$1.82M	Buy	27,190 +36	+0.1%	+$2.37K	1.19%	28
2024 Q3	$1.71M	Buy	+27,154	New	+$1.65M	1.18%	27
2024 Q1	$1.5M	Sell	27,351 -3,178	-10%	-$167K	1.11%	28
2023 Q4	$1.53M	Sell	30,529 -1,563	-5%	-$73.3K	1.33%	22
2023 Q3	$1.44M	Buy	+32,092	New	+$1.51M	1.32%	23
2022 Q4	$1.02M	Buy	+29,937	New	+$1.06M	1.05%	29

Other funds holding QQH

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWA

Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMI

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

MCM

McKinney Capital Management Houston, Texas $254M AUM

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Panoramic Investment Advisors's QQH Position: Q2 2026 in Review

Panoramic Investment Advisors reduced its HCM Defender 100 Index ETF (QQH) stake by 11% in Q2 2026, selling an estimated $195K and leaving 20,601 shares worth $1.76M. The position accounts for 0.84% of the portfolio, ranked #33.

Panoramic Investment Advisors first reported a position in QQH in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2025. 52 funds tracked by Wall St. Rank hold QQH as of Q2 2026.

Panoramic Investment Advisors held 20,601 shares of HCM Defender 100 Index ETF worth $1.76M as of Q2 2026.
Panoramic Investment Advisors sold 2,420 HCM Defender 100 Index ETF shares in Q2 2026, an estimated $195K.
HCM Defender 100 Index ETF made up 0.84% of Panoramic Investment Advisors's portfolio in Q2 2026, its #33 holding.
Panoramic Investment Advisors first reported a position in HCM Defender 100 Index ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's HCM Defender 100 Index ETF position peaked at $1.88M in Q4 2025.
52 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.