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Cornerstone Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Cornerstone Wealth Management’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
Q3 		$653K Buy
4,305
+199
+5% +$29.6K 0.03% 427
2026
Q2 		$679K Buy
4,106
+399
+11% +$57.4K 0.03% 422
2026
Q1 		$398K Buy
3,707
+1,452
+64% +$166K 0.02% 506
2025
Q4 		$247K Buy
+2,255
New +$249K 0.01% 595

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
BFI Infinity
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return

Cornerstone Wealth Management's QTUM Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Defiance Quantum ETF (QTUM) stake by 4.8% in Q3 2026, buying an estimated $29.6K and bringing the position to 4,305 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #427.

Cornerstone Wealth Management first reported a position in QTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $679K in Q2 2026. 391 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

  • Cornerstone Wealth Management held 4,305 shares of Defiance Quantum ETF worth $653K as of Q3 2026.
  • Cornerstone Wealth Management bought 199 Defiance Quantum ETF shares in Q3 2026, an estimated $29.6K.
  • Defiance Quantum ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #427 holding.
  • Cornerstone Wealth Management first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's Defiance Quantum ETF position peaked at $679K in Q2 2026.
  • 391 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.