Creative Planning’s Defiance Quantum ETF QTUM Stock Holding History

Creative Planning’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	$4.41M	Buy	26,690 +3,846	+17%	+$553K	﹤0.01%	1510
2026 Q1	$2.45M	Buy	22,844 +4,916	+27%	+$563K	﹤0.01%	1743
2025 Q4	$1.97M	Buy	17,928 +3,170	+21%	+$349K	﹤0.01%	1739
2025 Q3	$1.55M	Buy	14,758 +2,767	+23%	+$265K	﹤0.01%	1749
2025 Q2	$1.1M	Buy	11,991 +792	+7%	+$64K	﹤0.01%	1770
2025 Q1	$835K	Buy	11,199 +1,301	+13%	+$105K	﹤0.01%	1861
2024 Q4	$803K	Buy	9,898 +1,063	+12%	+$73.4K	﹤0.01%	1832
2024 Q3	$551K	Sell	8,835 -60	-0.7%	-$3.67K	﹤0.01%	2010
2024 Q2	$559K	Buy	8,895 +3,722	+72%	+$226K	﹤0.01%	1856
2024 Q1	$317K	Buy	5,173 +1,249	+32%	+$71.8K	﹤0.01%	2202
2023 Q4	$213K	Buy	3,924 +1,296	+49%	+$64K	﹤0.01%	2371
2023 Q3	$126K	Buy	+2,628	New	+$132K	﹤0.01%	2353

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's QTUM Position: Q2 2026 in Review

Creative Planning increased its Defiance Quantum ETF (QTUM) stake by 17% in Q2 2026, buying an estimated $553K and bringing the position to 26,690 shares worth $4.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Creative Planning first reported a position in QTUM in Q3 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Creative Planning held 26,690 shares of Defiance Quantum ETF worth $4.41M as of Q2 2026.
Creative Planning bought 3,846 Defiance Quantum ETF shares in Q2 2026, an estimated $553K.
Defiance Quantum ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1510 holding.
Creative Planning first reported a position in Defiance Quantum ETF in Q3 2023 and has held it in 12 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.