Beacon Financial Advisory’s Defiance Quantum ETF QTUM Stock Holding History

Beacon Financial Advisory’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	$761K	Buy	4,601 +407	+10%	+$58.5K	0.15%	181
2026 Q1	$450K	Buy	4,194 +396	+10%	+$45.3K	0.1%	246
2025 Q4	$416K	Buy	3,798 +1,882	+98%	+$207K	0.1%	236
2025 Q3	$201K	Buy	+1,916	New	+$184K	0.05%	371

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beacon Financial Advisory's QTUM Position: Q2 2026 in Review

Beacon Financial Advisory increased its Defiance Quantum ETF (QTUM) stake by 9.7% in Q2 2026, buying an estimated $58.5K and bringing the position to 4,601 shares worth $761K. The position accounts for 0.15% of the portfolio, ranked #181.

Beacon Financial Advisory first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Beacon Financial Advisory held 4,601 shares of Defiance Quantum ETF worth $761K as of Q2 2026.
Beacon Financial Advisory bought 407 Defiance Quantum ETF shares in Q2 2026, an estimated $58.5K.
Defiance Quantum ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q2 2026, its #181 holding.
Beacon Financial Advisory first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.