Carson Wealth (CWM LLC)
QTUM icon

Carson Wealth (CWM LLC)’s Defiance Quantum ETF QTUM Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.17M Buy
10,941
+4,177
+62% +$478K ﹤0.01% 1451
2025
Q4 		$742K Buy
6,764
+3,681
+119% +$406K ﹤0.01% 1674
2025
Q3 		$323K Buy
3,083
+2,202
+250% +$211K ﹤0.01% 2068
2025
Q2 		$81K Buy
881
+241
+38% +$19.5K ﹤0.01% 2899
2025
Q1 		$48K Buy
640
+478
+295% +$38.7K ﹤0.01% 3028
2024
Q4 		$13K Hold
162
– – ﹤0.01% 3725
2024
Q3 		$10K Hold
162
– – ﹤0.01% 3798
2024
Q2 		$10K Sell
162
-100
-38% -$6.08K ﹤0.01% 3560
2024
Q1 		$16K Hold
262
– – ﹤0.01% 3052
2023
Q4 		$14K Hold
262
– – ﹤0.01% 3000
2023
Q3 		$13K Buy
262
+100
+62% +$5.02K ﹤0.01% 3000
2023
Q2 		$8K Hold
162
– – ﹤0.01% 3232
2023
Q1 		$8K Hold
162
– – ﹤0.01% 3094
2022
Q4 		$6K Hold
162
– – ﹤0.01% 3106
2022
Q3 		$6K Sell
162
-50
-24% -$2.08K ﹤0.01% 3001
2022
Q2 		$9K Hold
212
– – ﹤0.01% 2661
2022
Q1 		$11K Hold
212
– – ﹤0.01% 2435
2021
Q4 		$12K Buy
+212
New +$11.5K ﹤0.01% 2260
2021
Q2 		$2K Hold
50
– – ﹤0.01% 2691
2021
Q1 		$2K Hold
50
– – ﹤0.01% 2691
2020
Q4 		$2K Hold
50
– – ﹤0.01% 2690
2020
Q3 		$2K Hold
50
– – ﹤0.01% 2689
2020
Q2 		$2K Hold
50
– – ﹤0.01% 2688
2020
Q1 		$2K Hold
50
– – ﹤0.01% 2688
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2687
2019
Q3 		$2K Hold
50
– – ﹤0.01% 2687
2019
Q2 		$2K Hold
50
– – ﹤0.01% 2686
2019
Q1 		$2K Buy
+50
New +$1.13K ﹤0.01% 2683

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QTUM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Defiance Quantum ETF (QTUM) stake by 62% in Q1 2026, buying an estimated $478K and bringing the position to 10,941 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Carson Wealth (CWM LLC) first reported a position in QTUM in Q1 2019 and has held it in 28 quarters since. 433 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,941 shares of Defiance Quantum ETF worth $1.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,177 Defiance Quantum ETF shares in Q1 2026, an estimated $478K.
  • Defiance Quantum ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1451 holding.
  • Carson Wealth (CWM LLC) first reported a position in Defiance Quantum ETF in Q1 2019 and has held it in 28 quarters since.
  • 433 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.