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Howe & Rusling’s Defiance Quantum ETF QTUM Stock Holding History

Howe & Rusling’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 		– Sell
-30
Closed -$3.3K – 502
2025
Q4 		$3.3K Buy
+30
New +$3.31K ﹤0.01% 454
2025
Q3 		– Sell
-475
Closed -$43.6K – 484
2025
Q2 		$43.6K Buy
+475
New +$38.4K ﹤0.01% 354

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $58.2B AUM 22.78% 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 $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Howe & Rusling's QTUM Position: Q1 2026 in Review

Howe & Rusling sold out of Defiance Quantum ETF (QTUM) in Q1 2026, closing a stake of 30 shares — an estimated $3.3K sold.

Howe & Rusling first reported a position in QTUM in Q2 2025 and held it in 2 quarters. The position peaked at $43.6K in Q2 2025. 433 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Howe & Rusling reported no remaining Defiance Quantum ETF position as of Q1 2026 after selling out during the quarter.
  • Howe & Rusling sold 30 Defiance Quantum ETF shares in Q1 2026, an estimated $3.3K.
  • Howe & Rusling first reported a position in Defiance Quantum ETF in Q2 2025 and held it in 2 quarters.
  • Howe & Rusling's Defiance Quantum ETF position peaked at $43.6K in Q2 2025.
  • 433 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.