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B. Riley Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

B. Riley Wealth Advisors’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 		$224K Buy
+1,393
New +$200K 0.01% 728
2026
Q1 		– Sell
-5,705
Closed -$626K – 1071
2025
Q4 		$626K Buy
5,705
+945
+20% +$104K 0.03% 456
2025
Q3 		$499K Buy
+4,760
New +$456K 0.02% 529

Other funds holding QTUM

PWM
Parkway Wealth Management Plano, Texas $866M AUM
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Wealth Advisors's QTUM Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 1,393 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in QTUM as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in QTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $626K in Q4 2025. 258 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • B. Riley Wealth Advisors held 1,393 shares of Defiance Quantum ETF worth $224K as of Q2 2026.
  • Defiance Quantum ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • Defiance Quantum ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #728 holding.
  • B. Riley Wealth Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 3 quarters since.
  • B. Riley Wealth Advisors's Defiance Quantum ETF position peaked at $626K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.