Diversify Advisory Services’s Defiance Quantum ETF QTUM Stock Holding History

Diversify Advisory Services’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	$756K	Buy	5,327 +1,080	+25%	+$161K	0.01%	766
2026 Q2	$598K	Buy	+4,247	New	+$611K	0.01%	813
2026 Q1	–	Sell	-3,123	Closed	-$370K	–	695
2025 Q4	$370K	Buy	3,123 +559	+22%	+$61.6K	0.01%	702
2025 Q3	$292K	Buy	+2,564	New	+$246K	0.01%	731

Other funds holding QTUM

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

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 Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Diversify Advisory Services's QTUM Position: Q3 2026 in Review

Diversify Advisory Services increased its Defiance Quantum ETF (QTUM) stake by 25% in Q3 2026, buying an estimated $161K and bringing the position to 5,327 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #766.

Diversify Advisory Services first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

Diversify Advisory Services held 5,327 shares of Defiance Quantum ETF worth $756K as of Q3 2026.
Diversify Advisory Services bought 1,080 Defiance Quantum ETF shares in Q3 2026, an estimated $161K.
Defiance Quantum ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #766 holding.
Diversify Advisory Services first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.