JFS Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

JFS Wealth Advisors’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	$82.8K	Hold	501	–	–	﹤0.01%	460
2026 Q1	$53.7K	Hold	501	–	–	﹤0.01%	507
2025 Q4	$54.9K	Buy	501 +453	+944%	+$49.9K	﹤0.01%	495
2025 Q3	$5.07K	Hold	48	–	–	﹤0.01%	1111
2025 Q2	$4.43K	Buy	48 +12	+33%	+$970	﹤0.01%	1124
2025 Q1	$2.69K	Buy	36 +13	+57%	+$1.05K	﹤0.01%	1355
2024 Q4	$1.87K	Buy	+23	New	+$1.59K	﹤0.01%	1503

Other funds holding QTUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JFS Wealth Advisors's QTUM Position: Q2 2026 in Review

JFS Wealth Advisors held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 501 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

JFS Wealth Advisors first reported a position in QTUM in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

JFS Wealth Advisors held 501 shares of Defiance Quantum ETF worth $82.8K as of Q2 2026.
JFS Wealth Advisors left its Defiance Quantum ETF share count unchanged in Q2 2026.
Defiance Quantum ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #460 holding.
JFS Wealth Advisors first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.