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Independent Advisor Alliance’s Defiance Quantum ETF QTUM Stock Holding History

Independent Advisor Alliance’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 		– Sell
-7,446
Closed -$799K – 1492
2026
Q1 		$799K Buy
+7,446
New +$852K 0.01% 940

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
PWM
Parkway Wealth Management Plano, Texas $866M AUM
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 $58.2B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Advisor Alliance's QTUM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Defiance Quantum ETF (QTUM) in Q2 2026, closing a stake of 7,446 shares — an estimated $799K sold.

Independent Advisor Alliance first reported a position in QTUM in Q1 2026 and held it in 1 quarter. The position peaked at $799K in Q1 2026. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Defiance Quantum ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,446 Defiance Quantum ETF shares in Q2 2026, an estimated $799K.
  • Independent Advisor Alliance first reported a position in Defiance Quantum ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Defiance Quantum ETF position peaked at $799K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.