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

AE 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
2026 Q2	$1.49M	Buy	9,004 +3,223	+56%	+$463K	0.01%	766
2026 Q1	$620K	Buy	5,781 +5,379	+1,338%	+$616K	﹤0.01%	1006
2025 Q4	$44.1K	Sell	402 -20	-5%	-$2.2K	﹤0.01%	1874
2025 Q3	$44.3K	Sell	422 -371	-47%	-$35.5K	﹤0.01%	1742
2025 Q2	$72.8K	Buy	793 +577	+267%	+$46.6K	﹤0.01%	1551
2025 Q1	$16.1K	Buy	216 +80	+59%	+$6.47K	﹤0.01%	1784
2024 Q4	$11K	Buy	+136	New	+$9.39K	﹤0.01%	1825

Other funds holding QTUM

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

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

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's QTUM Position: Q2 2026 in Review

AE Wealth Management increased its Defiance Quantum ETF (QTUM) stake by 56% in Q2 2026, buying an estimated $463K and bringing the position to 9,004 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #766.

AE Wealth Management first reported a position in QTUM in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

AE Wealth Management held 9,004 shares of Defiance Quantum ETF worth $1.49M as of Q2 2026.
AE Wealth Management bought 3,223 Defiance Quantum ETF shares in Q2 2026, an estimated $463K.
Defiance Quantum ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #766 holding.
AE Wealth Management first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.