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Ironwood Financial’s Defiance Quantum ETF QTUM Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-818
Closed -$41K – 431
2021
Q3 		$41K Hold
818
– – 0.01% 208
2021
Q2 		$41K Hold
818
– – 0.01% 201
2021
Q1 		$38K Buy
818
+218
+36% +$10.1K 0.01% 195
2020
Q4 		$25K Buy
+600
New +$22.4K 0.01% 217

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Ironwood Financial's QTUM Position: Q4 2021 in Review

Ironwood Financial sold out of Defiance Quantum ETF (QTUM) in Q4 2021, closing a stake of 818 shares — an estimated $41K sold.

Ironwood Financial first reported a position in QTUM in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q3 2021. 44 funds tracked by Wall St. Rank hold QTUM as of Q4 2021.

  • Ironwood Financial reported no remaining Defiance Quantum ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 818 Defiance Quantum ETF shares in Q4 2021, an estimated $41K.
  • Ironwood Financial first reported a position in Defiance Quantum ETF in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's Defiance Quantum ETF position peaked at $41K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.