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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

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 45.22% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 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. 163 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.
  • 163 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.