DJYG
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David J. Yvars Group’s Defiance Quantum ETF QTUM Stock Holding History

David J. Yvars Group’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 		$1.18M Sell
7,760
-338
-4% -$50.3K 0.54% 25
2026
Q2 		$1.34M Buy
8,098
+3,872
+92% +$557K 0.63% 23
2026
Q1 		$453K Buy
4,226
+487
+13% +$55.8K 0.25% 51
2025
Q4 		$410K Sell
3,739
-2
-0.1% -$220 0.22% 56
2025
Q3 		$392K Sell
3,741
-5
-0.1% -$479 0.21% 57
2025
Q2 		$344K Sell
3,746
-1,606
-30% -$130K 0.2% 59
2025
Q1 		$399K Buy
5,352
+57
+1% +$4.61K 0.31% 39
2024
Q4 		$430K Buy
5,295
+568
+12% +$39.2K 0.26% 50
2024
Q3 		$295K Sell
4,727
-3,495
-43% -$214K 0.18% 61
2024
Q2 		$516K Buy
8,222
+1,175
+17% +$71.4K 0.32% 42
2024
Q1 		$433K Buy
7,047
+5
+0.1% +$287 0.29% 45
2023
Q4 		$383K Buy
+7,042
New +$348K 0.31% 43

Other funds holding QTUM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

David J. Yvars Group's QTUM Position: Q3 2026 in Review

David J. Yvars Group reduced its Defiance Quantum ETF (QTUM) stake by 4.2% in Q3 2026, selling an estimated $50.3K and leaving 7,760 shares worth $1.18M. The position accounts for 0.54% of the portfolio, ranked #25.

David J. Yvars Group first reported a position in QTUM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2026. 27 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

  • David J. Yvars Group held 7,760 shares of Defiance Quantum ETF worth $1.18M as of Q3 2026.
  • David J. Yvars Group sold 338 Defiance Quantum ETF shares in Q3 2026, an estimated $50.3K.
  • Defiance Quantum ETF made up 0.54% of David J. Yvars Group's portfolio in Q3 2026, its #25 holding.
  • David J. Yvars Group first reported a position in Defiance Quantum ETF in Q4 2023 and has held it in 12 quarters since.
  • David J. Yvars Group's Defiance Quantum ETF position peaked at $1.34M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.