Corient Private Wealth
QTUM icon

Corient Private Wealth’s Defiance Quantum ETF QTUM Stock Holding History

Corient Private Wealth’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 		$284K Sell
2,902
-2,096
-42% -$240K ﹤0.01% 2349
2025
Q4 		$548K Buy
+4,998
New +$551K ﹤0.01% 2250

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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PWM
Parkway Wealth Management Plano, Texas $791M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $34.8B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's QTUM Position: Q1 2026 in Review

Corient Private Wealth reduced its Defiance Quantum ETF (QTUM) stake by 42% in Q1 2026, selling an estimated $240K and leaving 2,902 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Corient Private Wealth first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $548K in Q4 2025. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Corient Private Wealth held 2,902 shares of Defiance Quantum ETF worth $284K as of Q1 2026.
  • Corient Private Wealth sold 2,096 Defiance Quantum ETF shares in Q1 2026, an estimated $240K.
  • Defiance Quantum ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2349 holding.
  • Corient Private Wealth first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's Defiance Quantum ETF position peaked at $548K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.