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Independent Financial Group’s Defiance Quantum ETF QTUM Stock Holding History

Independent Financial Group’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 		$5.97M Buy
36,070
+777
+2% +$112K 0.11% 180
2026
Q1 		$3.79M Buy
35,293
+962
+3% +$110K 0.09% 230
2025
Q4 		$3.76M Buy
34,331
+11,006
+47% +$1.21M 0.08% 221
2025
Q3 		$2.45M Buy
23,325
+9,232
+66% +$885K 0.06% 322
2025
Q2 		$1.29M Buy
14,093
+5,291
+60% +$428K 0.04% 467
2025
Q1 		$656K Buy
+8,802
New +$712K 0.02% 612

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 Financial Group's QTUM Position: Q2 2026 in Review

Independent Financial Group increased its Defiance Quantum ETF (QTUM) stake by 2.2% in Q2 2026, buying an estimated $112K and bringing the position to 36,070 shares worth $5.97M. The position accounts for 0.11% of the portfolio, ranked #180.

Independent Financial Group 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.

  • Independent Financial Group held 36,070 shares of Defiance Quantum ETF worth $5.97M as of Q2 2026.
  • Independent Financial Group bought 777 Defiance Quantum ETF shares in Q2 2026, an estimated $112K.
  • Defiance Quantum ETF made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #180 holding.
  • Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.