Clearview Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-2,879	Closed	-$146K	–	498
2023 Q2	$146K	Buy	2,879 +7	+0.2%	+$327	0.15%	120
2023 Q1	$134K	Buy	2,872 +4	+0.1%	+$175	0.14%	129
2022 Q4	$112K	Sell	2,868 -475	-14%	-$18.5K	0.09%	108
2022 Q3	$121K	Buy	3,343 +79	+2%	+$3.29K	0.1%	99
2022 Q2	$132K	Buy	3,264 +658	+25%	+$29.6K	0.1%	102
2022 Q1	$132K	Buy	2,606 +100	+4%	+$5.07K	0.09%	112
2021 Q4	$140K	Buy	2,506 +56	+2%	+$3.03K	0.09%	129
2021 Q3	$123K	Buy	2,450 +3	+0.1%	+$151	0.08%	141
2021 Q2	$122K	Buy	2,447 +4	+0.2%	+$192	0.08%	139
2021 Q1	$115K	Sell	2,443 -1,173	-32%	-$54.4K	0.07%	145
2020 Q4	$150K	Buy	+3,616	New	+$135K	0.1%	118

Other funds holding QTUM

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Clearview Wealth Advisors's QTUM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Defiance Quantum ETF (QTUM) in Q3 2023, closing a stake of 2,879 shares — an estimated $146K sold.

Clearview Wealth Advisors first reported a position in QTUM in Q4 2020 and held it in 11 quarters. The position peaked at $150K in Q4 2020. 53 funds tracked by Wall St. Rank hold QTUM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Defiance Quantum ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 2,879 Defiance Quantum ETF shares in Q3 2023, an estimated $146K.
Clearview Wealth Advisors first reported a position in Defiance Quantum ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Defiance Quantum ETF position peaked at $150K in Q4 2020.
53 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.