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Avidian Wealth Enterprises’s Defiance Quantum ETF QTUM Stock Holding History

Avidian Wealth Enterprises’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 		$288K Buy
+1,741
New +$250K 0.01% 607
2025
Q4 		– Sell
-2,091
Closed -$219K – 596
2025
Q3 		$219K Buy
+2,091
New +$200K 0.01% 541

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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

Avidian Wealth Enterprises's QTUM Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 1,741 shares worth $288K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in QTUM as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in QTUM in Q3 2025 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Avidian Wealth Enterprises held 1,741 shares of Defiance Quantum ETF worth $288K as of Q2 2026.
  • Defiance Quantum ETF was a new Avidian Wealth Enterprises position in Q2 2026.
  • Defiance Quantum ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #607 holding.
  • Avidian Wealth Enterprises first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.