Panoramic Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Panoramic Investment Advisors’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
2026 Q1	$3.23M	Buy	5,590 +23	+0.4%	+$14K	1.74%	11
2025 Q4	$3.42M	Buy	5,567 +62	+1%	+$38K	1.86%	10
2025 Q3	$3.31M	Sell	5,505 -18	-0.3%	-$10.3K	1.86%	12
2025 Q2	$3.05M	Sell	5,523 -17	-0.3%	-$8.46K	1.87%	13
2025 Q1	$2.6M	Sell	5,540 -16	-0.3%	-$8.13K	1.75%	16
2024 Q4	$2.84M	Buy	5,556 +88	+2%	+$44.5K	1.85%	14
2024 Q3	$2.67M	Buy	+5,468	New	+$2.59M	1.84%	14
2024 Q1	$2.38M	Buy	5,369 +99	+2%	+$42.4K	1.76%	15
2023 Q4	$2.16M	Sell	5,270 -57	-1%	-$21.6K	1.87%	15
2023 Q3	$1.91M	Buy	+5,327	New	+$1.98M	1.75%	16
2022 Q4	$1.38M	Buy	+5,169	New	+$1.43M	1.41%	16

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Panoramic Investment Advisors's QQQ Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.41% in Q1 2026, buying an estimated $14K and bringing the position to 5,590 shares worth $3.23M. The position accounts for 1.74% of the portfolio, ranked #11.

Panoramic Investment Advisors first reported a position in QQQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.42M in Q4 2025. 3,825 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Panoramic Investment Advisors held 5,590 shares of Invesco QQQ Trust worth $3.23M as of Q1 2026.
Panoramic Investment Advisors bought 23 Invesco QQQ Trust shares in Q1 2026, an estimated $14K.
Invesco QQQ Trust made up 1.74% of Panoramic Investment Advisors's portfolio in Q1 2026, its #11 holding.
Panoramic Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Invesco QQQ Trust position peaked at $3.42M in Q4 2025.
3,825 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.