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Bartlett & Co Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-14
Closed -$1.56K – 1348
2025
Q4 		$1.56K Sell
14
-636
-98% -$70.1K ﹤0.01% 1131
2025
Q3 		$68.2K Hold
650
– – ﹤0.01% 618
2025
Q2 		$59.7K Hold
650
– – ﹤0.01% 630
2025
Q1 		$48.4K Buy
+650
New +$52.6K ﹤0.01% 655

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bartlett & Co Wealth Management's QTUM Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Defiance Quantum ETF (QTUM) in Q1 2026, closing a stake of 14 shares — an estimated $1.56K sold.

Bartlett & Co Wealth Management first reported a position in QTUM in Q1 2025 and held it in 4 quarters. The position peaked at $68.2K in Q3 2025. 433 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Defiance Quantum ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14 Defiance Quantum ETF shares in Q1 2026, an estimated $1.56K.
  • Bartlett & Co Wealth Management first reported a position in Defiance Quantum ETF in Q1 2025 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Defiance Quantum ETF position peaked at $68.2K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.