Gradient Investments’s Defiance Quantum ETF QTUM Stock Holding History

Gradient Investments’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	$27.3M	Sell	165,141 -29,056	-15%	-$4.18M	0.38%	79
2026 Q1	$20.8M	Buy	194,197 +5,188	+3%	+$594K	0.32%	94
2025 Q4	$20.7M	Buy	189,009 +24,936	+15%	+$2.75M	0.33%	96
2025 Q3	$17.2M	Buy	164,073 +37,183	+29%	+$3.56M	0.29%	105
2025 Q2	$11.7M	Buy	126,890 +17,981	+17%	+$1.45M	0.21%	141
2025 Q1	$8.12M	Buy	+108,909	New	+$8.81M	0.16%	137

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

Gradient Investments's QTUM Position: Q2 2026 in Review

Gradient Investments reduced its Defiance Quantum ETF (QTUM) stake by 15% in Q2 2026, selling an estimated $4.18M and leaving 165,141 shares worth $27.3M. The position accounts for 0.38% of the portfolio, ranked #79.

Gradient Investments first reported a position in QTUM in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Gradient Investments held 165,141 shares of Defiance Quantum ETF worth $27.3M as of Q2 2026.
Gradient Investments sold 29,056 Defiance Quantum ETF shares in Q2 2026, an estimated $4.18M.
Defiance Quantum ETF made up 0.38% of Gradient Investments's portfolio in Q2 2026, its #79 holding.
Gradient Investments first reported a position in Defiance Quantum ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.