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Briaud Financial Planning’s Defiance Quantum ETF QTUM Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-66
Closed -$6K – 270
2025
Q2 		$6K Buy
+66
New +$5.33K ﹤0.01% 270

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
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Briaud Financial Planning's QTUM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Defiance Quantum ETF (QTUM) in Q3 2025, closing a stake of 66 shares — an estimated $6K sold.

Briaud Financial Planning first reported a position in QTUM in Q2 2025 and held it in 1 quarter. The position peaked at $6K in Q2 2025. 325 funds tracked by Wall St. Rank hold QTUM as of Q3 2025.

  • Briaud Financial Planning reported no remaining Defiance Quantum ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 66 Defiance Quantum ETF shares in Q3 2025, an estimated $6K.
  • Briaud Financial Planning first reported a position in Defiance Quantum ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Defiance Quantum ETF position peaked at $6K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.