BFA
QTUM icon

Brown Financial Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Brown Financial 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 		$224K Sell
2,086
-48
-2% -$5.5K 0.08% 201
2025
Q4 		$234K Buy
2,134
+147
+7% +$16.2K 0.09% 152
2025
Q3 		$208K Buy
+1,987
New +$190K 0.08% 147

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $85.1B AUM 27.35% 1-Year Est. Return

Brown Financial Advisors's QTUM Position: Q1 2026 in Review

Brown Financial Advisors reduced its Defiance Quantum ETF (QTUM) stake by 2.2% in Q1 2026, selling an estimated $5.5K and leaving 2,086 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #201.

Brown Financial Advisors first reported a position in QTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 433 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Brown Financial Advisors held 2,086 shares of Defiance Quantum ETF worth $224K as of Q1 2026.
  • Brown Financial Advisors sold 48 Defiance Quantum ETF shares in Q1 2026, an estimated $5.5K.
  • Defiance Quantum ETF made up 0.08% of Brown Financial Advisors's portfolio in Q1 2026, its #201 holding.
  • Brown Financial Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's Defiance Quantum ETF position peaked at $234K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

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