CX Institutional
QTUM icon

CX Institutional’s Defiance Quantum ETF QTUM Stock Holding History

CX Institutional’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 		$20K Hold
133
– – ﹤0.01% 1232
2026
Q2 		$22K Hold
133
– – ﹤0.01% 1157
2026
Q1 		$14K Hold
133
– – ﹤0.01% 1213
2025
Q4 		$15K Buy
+133
New +$14.7K ﹤0.01% 1140

Other funds holding QTUM

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
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
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

CX Institutional's QTUM Position: Q3 2026 in Review

CX Institutional held its Defiance Quantum ETF (QTUM) position steady in Q3 2026 at 133 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

CX Institutional first reported a position in QTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $22K in Q2 2026. 165 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

  • CX Institutional held 133 shares of Defiance Quantum ETF worth $20K as of Q3 2026.
  • CX Institutional left its Defiance Quantum ETF share count unchanged in Q3 2026.
  • Defiance Quantum ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1232 holding.
  • CX Institutional first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Defiance Quantum ETF position peaked at $22K in Q2 2026.
  • 165 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.