Centerpoint Advisory Group’s Defiance Quantum ETF QTUM Stock Holding History

Centerpoint Advisory Group’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	$737K	Buy	4,455 +800	+22%	+$115K	0.47%	47
2026 Q1	$392K	Buy	3,655 +455	+14%	+$52.1K	0.3%	67
2025 Q4	$351K	Buy	3,200 +100	+3%	+$11K	0.27%	71
2025 Q3	$325K	Sell	3,100 -50	-2%	-$4.79K	0.25%	72
2025 Q2	$289K	Hold	3,150	–	–	0.25%	77
2025 Q1	$235K	Buy	+3,150	New	+$255K	0.23%	84

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centerpoint Advisory Group's QTUM Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Defiance Quantum ETF (QTUM) stake by 22% in Q2 2026, buying an estimated $115K and bringing the position to 4,455 shares worth $737K. The position accounts for 0.47% of the portfolio, ranked #47.

Centerpoint Advisory Group first reported a position in QTUM in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Centerpoint Advisory Group held 4,455 shares of Defiance Quantum ETF worth $737K as of Q2 2026.
Centerpoint Advisory Group bought 800 Defiance Quantum ETF shares in Q2 2026, an estimated $115K.
Defiance Quantum ETF made up 0.47% of Centerpoint Advisory Group's portfolio in Q2 2026, its #47 holding.
Centerpoint Advisory Group first reported a position in Defiance Quantum ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.