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Essex Financial Services’s Defiance Quantum ETF QTUM Stock Holding History

Essex Financial 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
Q2 		$252K Buy
+1,521
New +$219K 0.01% 708
2025
Q4 		– Sell
-1,992
Closed -$209K – 804
2025
Q3 		$209K Buy
+1,992
New +$191K 0.01% 705

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return

Essex Financial Services's QTUM Position: Q2 2026 in Review

Essex Financial Services opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 1,521 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in QTUM as recently as Q3 2025.

Essex Financial Services first reported a position in QTUM in Q3 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Essex Financial Services held 1,521 shares of Defiance Quantum ETF worth $252K as of Q2 2026.
  • Defiance Quantum ETF was a new Essex Financial Services position in Q2 2026.
  • Defiance Quantum ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #708 holding.
  • Essex Financial Services first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.