Ahrens Investment Partners’s Defiance Quantum ETF QTUM Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$4.65K	Buy	+100	New	+$4.38K	﹤0.01%	769
2022 Q3	–	Sell	-100	Closed	-$4K	–	723
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	808
2022 Q1	$5K	Sell	100 -450	-82%	-$22.8K	﹤0.01%	862
2021 Q4	$31K	Buy	+550	New	+$29.7K	0.01%	498
2021 Q3	–	Sell	-10,661	Closed	-$531K	–	237
2021 Q2	$531K	Buy	+10,661	New	+$512K	0.25%	110

Other funds holding QTUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ahrens Investment Partners's QTUM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Defiance Quantum ETF (QTUM) in Q1 2023: 100 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in QTUM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in QTUM in Q2 2021 and has held it in 5 quarters since. The position peaked at $531K in Q2 2021. 42 funds tracked by Wall St. Rank hold QTUM as of Q1 2023.

Ahrens Investment Partners held 100 shares of Defiance Quantum ETF worth $4.65K as of Q1 2023.
Defiance Quantum ETF was a new Ahrens Investment Partners position in Q1 2023.
Defiance Quantum ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #769 holding.
Ahrens Investment Partners first reported a position in Defiance Quantum ETF in Q2 2021 and has held it in 5 quarters since.
Ahrens Investment Partners's Defiance Quantum ETF position peaked at $531K in Q2 2021.
42 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.