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Intrepid Financial Planning Group’s Defiance Quantum ETF QTUM Stock Holding History

Intrepid Financial Planning 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
Q1 		$533K Buy
4,967
+2,731
+122% +$313K 0.22% 68
2025
Q4 		$245K Buy
+2,236
New +$246K 0.09% 105

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $68.3B AUM 20.5% 1-Year Est. Return

Intrepid Financial Planning Group's QTUM Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its Defiance Quantum ETF (QTUM) stake by 122% in Q1 2026, buying an estimated $313K and bringing the position to 4,967 shares worth $533K. The position accounts for 0.22% of the portfolio, ranked #68.

Intrepid Financial Planning Group first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Intrepid Financial Planning Group held 4,967 shares of Defiance Quantum ETF worth $533K as of Q1 2026.
  • Intrepid Financial Planning Group bought 2,731 Defiance Quantum ETF shares in Q1 2026, an estimated $313K.
  • Defiance Quantum ETF made up 0.22% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #68 holding.
  • Intrepid Financial Planning Group first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.