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Foundations Investment Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Foundations Investment 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
Q1 		$801K Sell
7,470
-18,008
-71% -$2.06M 0.01% 582
2025
Q4 		$2.79M Sell
25,478
-6,998
-22% -$771K 0.04% 297
2025
Q3 		$3.41M Buy
+32,476
New +$3.11M 0.05% 251

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

Foundations Investment Advisors's QTUM Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Defiance Quantum ETF (QTUM) stake by 71% in Q1 2026, selling an estimated $2.06M and leaving 7,470 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #582.

Foundations Investment Advisors first reported a position in QTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.41M in Q3 2025. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Foundations Investment Advisors held 7,470 shares of Defiance Quantum ETF worth $801K as of Q1 2026.
  • Foundations Investment Advisors sold 18,008 Defiance Quantum ETF shares in Q1 2026, an estimated $2.06M.
  • Defiance Quantum ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #582 holding.
  • Foundations Investment Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Defiance Quantum ETF position peaked at $3.41M in Q3 2025.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.