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Advyzon Investment Management’s Defiance Quantum ETF QTUM Stock Holding History

Advyzon Investment 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
2026
Q2 		– Sell
-6,966
Closed -$747K – 795
2026
Q1 		$747K Buy
+6,966
New +$798K 0.07% 285

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Advyzon Investment Management's QTUM Position: Q2 2026 in Review

Advyzon Investment Management sold out of Defiance Quantum ETF (QTUM) in Q2 2026, closing a stake of 6,966 shares — an estimated $747K sold.

Advyzon Investment Management first reported a position in QTUM in Q1 2026 and held it in 1 quarter. The position peaked at $747K in Q1 2026. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Advyzon Investment Management reported no remaining Defiance Quantum ETF position as of Q2 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 6,966 Defiance Quantum ETF shares in Q2 2026, an estimated $747K.
  • Advyzon Investment Management first reported a position in Defiance Quantum ETF in Q1 2026 and held it in 1 quarter.
  • Advyzon Investment Management's Defiance Quantum ETF position peaked at $747K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.