Capital Investment Advisory Services
QTUM icon

Capital Investment Advisory Services’s Defiance Quantum ETF QTUM Stock Holding History

Capital Investment Advisory Services’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 		$1.09M Buy
6,562
+437
+7% +$62.8K 0.07% 287
2026
Q1 		$657K Buy
6,125
+51
+0.8% +$5.84K 0.05% 343
2025
Q4 		$666K Sell
6,074
-331
-5% -$36.5K 0.05% 323
2025
Q3 		$672K Buy
+6,405
New +$614K 0.05% 302

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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $866M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Investment Advisory Services's QTUM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Defiance Quantum ETF (QTUM) stake by 7.1% in Q2 2026, buying an estimated $62.8K and bringing the position to 6,562 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #287.

Capital Investment Advisory Services first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Capital Investment Advisory Services held 6,562 shares of Defiance Quantum ETF worth $1.09M as of Q2 2026.
  • Capital Investment Advisory Services bought 437 Defiance Quantum ETF shares in Q2 2026, an estimated $62.8K.
  • Defiance Quantum ETF made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #287 holding.
  • Capital Investment Advisory Services first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • 564 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.