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
Q2 		$581K Buy
3,516
+614
+21% +$88.3K ﹤0.01% 2119
2026
Q1 		$284K Buy
2,902
+403
+16% +$46.1K ﹤0.01% 2349
2025
Q4 		$274K Buy
+2,499
New +$275K ﹤0.01% 2234

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

Corient Private Wealth's QTUM Position: Q2 2026 in Review

Corient Private Wealth increased its Defiance Quantum ETF (QTUM) stake by 21% in Q2 2026, buying an estimated $88.3K and bringing the position to 3,516 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Corient Private Wealth first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Corient Private Wealth held 3,516 shares of Defiance Quantum ETF worth $581K as of Q2 2026.
  • Corient Private Wealth bought 614 Defiance Quantum ETF shares in Q2 2026, an estimated $88.3K.
  • Defiance Quantum ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2119 holding.
  • Corient Private Wealth first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.