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

Capital Performance 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 Q3	$314K	Buy	+2,074	New	+$309K	0.02%	250

Other funds holding QTUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Capital Performance Advisors's QTUM Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q3 2026: 2,074 shares worth $314K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings.

442 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

Capital Performance Advisors held 2,074 shares of Defiance Quantum ETF worth $314K as of Q3 2026.
Defiance Quantum ETF was a new Capital Performance Advisors position in Q3 2026.
Defiance Quantum ETF made up 0.02% of Capital Performance Advisors's portfolio in Q3 2026, its #250 holding.
442 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.