Creative Financial Designs’s Defiance Quantum ETF QTUM Stock Holding History

Creative Financial Designs’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	$362K	Buy	3,377 +249	+8%	+$28.5K	0.02%	399
2025 Q4	$343K	Buy	3,128 +132	+4%	+$14.5K	0.02%	381
2025 Q3	$314K	Buy	2,996 +840	+39%	+$80.5K	0.02%	392
2025 Q2	$198K	Buy	+2,156	New	+$174K	0.01%	481
2023 Q3	–	Sell	-158	Closed	-$8K	–	1544
2023 Q2	$8K	Hold	158	–	–	﹤0.01%	1077
2023 Q1	$7.33K	Buy	158 +1	+0.6%	+$44	﹤0.01%	1033
2022 Q4	$6.16K	Hold	157	–	–	﹤0.01%	998
2022 Q3	$6K	Buy	157 +1	+0.6%	+$42	﹤0.01%	1006
2022 Q2	$6K	Buy	156 +1	+0.6%	+$45	﹤0.01%	980
2022 Q1	$8K	Hold	155	–	–	﹤0.01%	957
2021 Q4	$9K	Buy	+155	New	+$8.38K	﹤0.01%	926

Other funds holding QTUM

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Creative Financial Designs's QTUM Position: Q1 2026 in Review

Creative Financial Designs increased its Defiance Quantum ETF (QTUM) stake by 8% in Q1 2026, buying an estimated $28.5K and bringing the position to 3,377 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #399.

Creative Financial Designs first reported a position in QTUM in Q4 2021 and has held it in 11 quarters since. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

Creative Financial Designs held 3,377 shares of Defiance Quantum ETF worth $362K as of Q1 2026.
Creative Financial Designs bought 249 Defiance Quantum ETF shares in Q1 2026, an estimated $28.5K.
Defiance Quantum ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #399 holding.
Creative Financial Designs first reported a position in Defiance Quantum ETF in Q4 2021 and has held it in 11 quarters since.
431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.