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

EverSource 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	$47K	Sell	284 -74	-21%	-$10.6K	﹤0.01%	1814
2026 Q1	$38.4K	Sell	358 -131	-27%	-$15K	﹤0.01%	2081
2025 Q4	$53.6K	Buy	+489	New	+$53.9K	﹤0.01%	1700
2022 Q1	–	Sell	-13	Closed	-$1K	–	1817
2021 Q4	$1K	Buy	+13	New	+$703	﹤0.01%	1719

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

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

EverSource Wealth Advisors reduced its Defiance Quantum ETF (QTUM) stake by 21% in Q2 2026, selling an estimated $10.6K and leaving 284 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

EverSource Wealth Advisors first reported a position in QTUM in Q4 2021 and has held it in 4 quarters since. The position peaked at $53.6K in Q4 2025. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

EverSource Wealth Advisors held 284 shares of Defiance Quantum ETF worth $47K as of Q2 2026.
EverSource Wealth Advisors sold 74 Defiance Quantum ETF shares in Q2 2026, an estimated $10.6K.
Defiance Quantum ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1814 holding.
EverSource Wealth Advisors first reported a position in Defiance Quantum ETF in Q4 2021 and has held it in 4 quarters since.
EverSource Wealth Advisors's Defiance Quantum ETF position peaked at $53.6K in Q4 2025.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.