Institute for Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Institute for Wealth Management’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	$12.8K	Buy	+78	New	+$11.2K	﹤0.01%	1257

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Institute for Wealth Management's QTUM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 78 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

382 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Institute for Wealth Management held 78 shares of Defiance Quantum ETF worth $12.8K as of Q2 2026.
Defiance Quantum ETF was a new Institute for Wealth Management position in Q2 2026.
Defiance Quantum ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1257 holding.
382 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.