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Clearstead Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Clearstead 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
Q2 		$27.5K Hold
166
– – ﹤0.01% 1698
2026
Q1 		$17.8K Buy
166
+20
+14% +$2.29K ﹤0.01% 1472
2025
Q4 		$16K Sell
146
-125
-46% -$13.8K ﹤0.01% 1776
2025
Q3 		$28.4K Buy
+271
New +$26K ﹤0.01% 1487

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearstead Advisors's QTUM Position: Q2 2026 in Review

Clearstead Advisors held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 166 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Clearstead Advisors first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.4K in Q3 2025. 382 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Clearstead Advisors held 166 shares of Defiance Quantum ETF worth $27.5K as of Q2 2026.
  • Clearstead Advisors left its Defiance Quantum ETF share count unchanged in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1698 holding.
  • Clearstead Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Defiance Quantum ETF position peaked at $28.4K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.