PANORAMIC INVESTMENT ADVISORS, LLC APRT AIM ETF PRODUCTS TRUST

Ownership history in PANORAMIC INVESTMENT ADVISORS, LLC  ·  6 quarters on record

AI Ownership Summary

PANORAMIC INVESTMENT ADVISORS, LLC reported AIM ETF PRODUCTS TRUST (APRT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows APRT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PANORAMIC INVESTMENT ADVISORS, LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APRT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PANORAMIC INVESTMENT ADVISORS, LLC held APRT — position size vs. price
% of Fund (quarterly)    APRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.6% +2.1% 6,275 -1,250 -16.6% 0.14% $261K 2026-02-05 $41.71
2025 Q3 UNCHANGED 7,525 0% 0.17% $306K 2025-10-24 $40.95
2025 Q2 UNCHANGED 7,525 0% 0.18% $295K 2025-08-07 $39.77
2025 Q1 UNCHANGED 7,525 0% 0.19% $279K 2025-05-07 $37.01
2024 Q4 UNCHANGED 7,525 0% 0.19% $290K 2025-01-24 $39.64
2024 Q3 INITIATED 7,525 0.20% $284K 2024-10-31 $37.59

FAQ About PANORAMIC INVESTMENT ADVISORS, LLC and APRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has PANORAMIC INVESTMENT ADVISORS, LLC reported owning APRT?

PANORAMIC INVESTMENT ADVISORS, LLC reported APRT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported APRT position in PANORAMIC INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for APRT was 0.20% in 2024 Q3.

What is the latest reported APRT position on this page?

The most recent filing on this page is 2025 Q4, when PANORAMIC INVESTMENT ADVISORS, LLC reported 6,275 shares, equal to 0.14% of portfolio, with an estimated market value of $261K.

What does the chart on this APRT ownership page compare?

The chart compares PANORAMIC INVESTMENT ADVISORS, LLC's quarterly APRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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