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Capital Investment Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Capital Investment 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 		$250K Buy
+2,326
New +$266K ﹤0.01% 655
2025
Q4 		– Sell
-2,012
Closed -$211K – 768
2025
Q3 		$211K Buy
+2,012
New +$193K ﹤0.01% 678

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

Capital Investment Advisors's QTUM Position: Q1 2026 in Review

Capital Investment Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q1 2026: 2,326 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in QTUM as recently as Q3 2025.

Capital Investment Advisors first reported a position in QTUM in Q3 2025 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Capital Investment Advisors held 2,326 shares of Defiance Quantum ETF worth $250K as of Q1 2026.
  • Defiance Quantum ETF was a new Capital Investment Advisors position in Q1 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #655 holding.
  • Capital Investment Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.