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Concurrent Investment Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Concurrent Investment 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 		$2.9M Sell
17,555
-281
-2% -$40.4K 0.02% 600
2026
Q1 		$1.91M Buy
17,836
+4
+0% +$458 0.02% 629
2025
Q4 		$1.96M Buy
17,832
+13,166
+282% +$1.45M 0.02% 582
2025
Q3 		$490K Buy
4,666
+202
+5% +$19.4K 0.01% 925
2025
Q2 		$410K Buy
4,464
+347
+8% +$28K 0.01% 927
2025
Q1 		$307K Buy
4,117
+1,444
+54% +$117K 0.01% 912
2024
Q4 		$217K Buy
+2,673
New +$185K 0.01% 959

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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's QTUM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Defiance Quantum ETF (QTUM) stake by 1.6% in Q2 2026, selling an estimated $40.4K and leaving 17,555 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #600.

Concurrent Investment Advisors first reported a position in QTUM in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Concurrent Investment Advisors held 17,555 shares of Defiance Quantum ETF worth $2.9M as of Q2 2026.
  • Concurrent Investment Advisors sold 281 Defiance Quantum ETF shares in Q2 2026, an estimated $40.4K.
  • Defiance Quantum ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #600 holding.
  • Concurrent Investment Advisors first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.