Avantax Advisory Services’s Defiance Quantum ETF QTUM Stock Holding History

Avantax Advisory 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
2025 Q2	$2.11M	Buy	22,999 +10,913	+90%	+$882K	0.01%	771
2025 Q1	$901K	Buy	12,086 +5,202	+76%	+$421K	0.01%	1154
2024 Q4	$559K	Buy	+6,884	New	+$475K	﹤0.01%	1368
2024 Q3	–	Sell	-4,940	Closed	-$310K	–	2185
2024 Q2	$310K	Buy	+4,940	New	+$300K	﹤0.01%	1676

Other funds holding QTUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Avantax Advisory Services's QTUM Position: Q2 2025 in Review

Avantax Advisory Services increased its Defiance Quantum ETF (QTUM) stake by 90% in Q2 2025, buying an estimated $882K and bringing the position to 22,999 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #771.

Avantax Advisory Services first reported a position in QTUM in Q2 2024 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold QTUM as of Q2 2025.

Avantax Advisory Services held 22,999 shares of Defiance Quantum ETF worth $2.11M as of Q2 2025.
Avantax Advisory Services bought 10,913 Defiance Quantum ETF shares in Q2 2025, an estimated $882K.
Defiance Quantum ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #771 holding.
Avantax Advisory Services first reported a position in Defiance Quantum ETF in Q2 2024 and has held it in 4 quarters since.
253 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.