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Evolution Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Evolution Wealth Management’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
Q1 		$59.1K Hold
551
– – 0.04% 243
2025
Q4 		$60.4K Hold
551
– – 0.05% 221
2025
Q3 		$57.8K Hold
551
– – 0.06% 191
2025
Q2 		$50.6K Buy
+551
New +$44.5K 0.06% 178

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evolution Wealth Management's QTUM Position: Q1 2026 in Review

Evolution Wealth Management held its Defiance Quantum ETF (QTUM) position steady in Q1 2026 at 551 shares worth $59.1K. The position accounts for 0.04% of the portfolio, ranked #243.

Evolution Wealth Management first reported a position in QTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $60.4K in Q4 2025. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Evolution Wealth Management held 551 shares of Defiance Quantum ETF worth $59.1K as of Q1 2026.
  • Evolution Wealth Management left its Defiance Quantum ETF share count unchanged in Q1 2026.
  • Defiance Quantum ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #243 holding.
  • Evolution Wealth Management first reported a position in Defiance Quantum ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Defiance Quantum ETF position peaked at $60.4K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.