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1858 Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

1858 Wealth Management’s Portfolio QTUM Stock Details QTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$527K Buy
5,020
+1,520
+43% +$146K 0.37% 52
2025
Q2 		$321K Hold
3,500
– – 0.24% 77
2025
Q1 		$261K Buy
+3,500
New +$283K 0.22% 91

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

1858 Wealth Management's QTUM Position: Q3 2025 in Review

1858 Wealth Management increased its Defiance Quantum ETF (QTUM) stake by 43% in Q3 2025, buying an estimated $146K and bringing the position to 5,020 shares worth $527K. The position accounts for 0.37% of the portfolio, ranked #52.

1858 Wealth Management first reported a position in QTUM in Q1 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold QTUM as of Q3 2025.

  • 1858 Wealth Management held 5,020 shares of Defiance Quantum ETF worth $527K as of Q3 2025.
  • 1858 Wealth Management bought 1,520 Defiance Quantum ETF shares in Q3 2025, an estimated $146K.
  • Defiance Quantum ETF made up 0.37% of 1858 Wealth Management's portfolio in Q3 2025, its #52 holding.
  • 1858 Wealth Management first reported a position in Defiance Quantum ETF in Q1 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.