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BFC Planning, Inc.’s Defiance Quantum ETF QTUM Stock Holding History

BFC Planning, Inc.’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 		$3.06M Buy
18,507
+2,000
+12% +$288K 0.12% 173
2026
Q1 		$1.77M Buy
16,507
+1,300
+9% +$149K 0.08% 249
2025
Q4 		$1.67M Buy
15,207
+2,599
+21% +$286K 0.07% 257
2025
Q3 		$1.32M Buy
12,608
+2,155
+21% +$206K 0.1% 190
2025
Q2 		$960K Buy
10,453
+4,808
+85% +$389K 0.08% 231
2025
Q1 		$421K Buy
5,645
+786
+16% +$63.6K 0.04% 373
2024
Q4 		$394K Buy
+4,859
New +$335K 0.03% 400

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFC Planning, Inc.'s QTUM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Defiance Quantum ETF (QTUM) stake by 12% in Q2 2026, buying an estimated $288K and bringing the position to 18,507 shares worth $3.06M. The position accounts for 0.12% of the portfolio, ranked #173.

BFC Planning, Inc. first reported a position in QTUM in Q4 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • BFC Planning, Inc. held 18,507 shares of Defiance Quantum ETF worth $3.06M as of Q2 2026.
  • BFC Planning, Inc. bought 2,000 Defiance Quantum ETF shares in Q2 2026, an estimated $288K.
  • Defiance Quantum ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #173 holding.
  • BFC Planning, Inc. first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.