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Blue Zone Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Blue Zone 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 		$445K Hold
2,692
– – 0.08% 86
2026
Q1 		$289K Hold
2,692
– – 0.06% 108
2025
Q4 		$295K Buy
2,692
+14
+0.5% +$1.54K 0.06% 116
2025
Q3 		$281K Buy
+2,678
New +$257K 0.06% 113

Other funds holding QTUM

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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 27.28% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Blue Zone Wealth Advisors's QTUM Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 2,692 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #86.

Blue Zone Wealth Advisors first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Blue Zone Wealth Advisors held 2,692 shares of Defiance Quantum ETF worth $445K as of Q2 2026.
  • Blue Zone Wealth Advisors left its Defiance Quantum ETF share count unchanged in Q2 2026.
  • Defiance Quantum ETF made up 0.08% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Blue Zone Wealth Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

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