Carolinas Wealth Consulting’s Defiance Quantum ETF QTUM Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-320	Closed	-$23.9K	–	726
2025 Q1	$23.9K	Buy	320 +67	+26%	+$5.42K	0.01%	437
2024 Q4	$20.5K	Buy	253 +122	+93%	+$8.42K	﹤0.01%	467
2024 Q3	$8.13K	Buy	+131	New	+$8.02K	﹤0.01%	592
2023 Q3	–	Sell	-13	Closed	-$652	–	1095
2023 Q2	$658	Hold	13	–	–	﹤0.01%	963
2023 Q1	$605	Buy	+13	New	+$570	﹤0.01%	970

Other funds holding QTUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Carolinas Wealth Consulting's QTUM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Defiance Quantum ETF (QTUM) in Q2 2025, closing a stake of 320 shares — an estimated $23.9K sold.

Carolinas Wealth Consulting first reported a position in QTUM in Q1 2023 and held it in 5 quarters. The position peaked at $23.9K in Q1 2025. 253 funds tracked by Wall St. Rank hold QTUM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Defiance Quantum ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 320 Defiance Quantum ETF shares in Q2 2025, an estimated $23.9K.
Carolinas Wealth Consulting first reported a position in Defiance Quantum ETF in Q1 2023 and held it in 5 quarters.
Carolinas Wealth Consulting's Defiance Quantum ETF position peaked at $23.9K in Q1 2025.
253 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.