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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $68.3B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's QTUM Position: Q1 2026 in Review

Beacon Financial Advisory increased its Defiance Quantum ETF (QTUM) stake by 10% in Q1 2026, buying an estimated $45.3K and bringing the position to 4,194 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #246.

Beacon Financial Advisory first reported a position in QTUM in Q3 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Beacon Financial Advisory held 4,194 shares of Defiance Quantum ETF worth $450K as of Q1 2026.
  • Beacon Financial Advisory bought 396 Defiance Quantum ETF shares in Q1 2026, an estimated $45.3K.
  • Defiance Quantum ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q1 2026, its #246 holding.
  • Beacon Financial Advisory first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.