BPA
QTUM icon

Beacon Pointe Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Beacon Pointe 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
Q1 		$785K Buy
7,319
+1,889
+35% +$216K ﹤0.01% 1088
2025
Q4 		$595K Buy
5,430
+2,680
+97% +$295K ﹤0.01% 1018
2025
Q3 		$289K Buy
+2,750
New +$264K ﹤0.01% 1197

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 $791M 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 $49B AUM 17.78% 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 $34.8B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Pointe Advisors's QTUM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Defiance Quantum ETF (QTUM) stake by 35% in Q1 2026, buying an estimated $216K and bringing the position to 7,319 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Beacon Pointe Advisors first reported a position in QTUM in Q3 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Beacon Pointe Advisors held 7,319 shares of Defiance Quantum ETF worth $785K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,889 Defiance Quantum ETF shares in Q1 2026, an estimated $216K.
  • Defiance Quantum ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1088 holding.
  • Beacon Pointe Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.