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 Q2	$4.08M	Sell	5,534 -56	-1%	-$38.5K	1.95%	10
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Panoramic Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1% in Q2 2026, selling an estimated $38.5K and leaving 5,534 shares worth $4.08M. The position accounts for 1.95% of the portfolio, ranked #10.

Panoramic Investment Advisors first reported a position in QQQ in Q4 2022 and has held it in 12 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Panoramic Investment Advisors held 5,534 shares of Invesco QQQ Trust worth $4.08M as of Q2 2026.
Panoramic Investment Advisors sold 56 Invesco QQQ Trust shares in Q2 2026, an estimated $38.5K.
Invesco QQQ Trust made up 1.95% of Panoramic Investment Advisors's portfolio in Q2 2026, its #10 holding.
Panoramic Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 12 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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