EP Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

EP Wealth Advisors’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	$356K	Buy	2,155 +186	+9%	+$26.7K	﹤0.01%	1195
2026 Q1	$211K	Buy	1,969 +35	+2%	+$4.01K	﹤0.01%	1385
2025 Q4	$212K	Buy	+1,934	New	+$213K	﹤0.01%	1358
2025 Q1	–	Sell	-2,828	Closed	-$229K	–	1358
2024 Q4	$229K	Buy	+2,828	New	+$195K	﹤0.01%	1004

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

EP Wealth Advisors's QTUM Position: Q2 2026 in Review

EP Wealth Advisors increased its Defiance Quantum ETF (QTUM) stake by 9.4% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,155 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

EP Wealth Advisors first reported a position in QTUM in Q4 2024 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

EP Wealth Advisors held 2,155 shares of Defiance Quantum ETF worth $356K as of Q2 2026.
EP Wealth Advisors bought 186 Defiance Quantum ETF shares in Q2 2026, an estimated $26.7K.
Defiance Quantum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1195 holding.
EP Wealth Advisors first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 4 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.