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Advocate Investing Services’s Defiance Quantum ETF QTUM Stock Holding History

Advocate Investing Services’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
2026
Q2 		$4.13K Hold
25
– – ﹤0.01% 343
2026
Q1 		$2.68K Hold
25
– – ﹤0.01% 348
2025
Q4 		$2.74K Buy
+25
New +$2.75K ﹤0.01% 325

Other funds holding QTUM

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Advocate Investing Services's QTUM Position: Q2 2026 in Review

Advocate Investing Services held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 25 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Advocate Investing Services first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Advocate Investing Services held 25 shares of Defiance Quantum ETF worth $4.13K as of Q2 2026.
  • Advocate Investing Services left its Defiance Quantum ETF share count unchanged in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #343 holding.
  • Advocate Investing Services first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.