KFS
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Kaizen Financial Strategies’s Defiance Quantum ETF QTUM Stock Holding History

Kaizen Financial Strategies’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 		$1.35M Sell
8,416
-250
-3% -$35.9K 0.44% 41
2026
Q1 		$1.08M Buy
8,666
+250
+3% +$28.6K 0.46% 40
2025
Q4 		$923K Hold
8,416
– – 0.41% 44
2025
Q3 		$929K Buy
+8,416
New +$806K 0.42% 43

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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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kaizen Financial Strategies's QTUM Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Defiance Quantum ETF (QTUM) stake by 2.9% in Q2 2026, selling an estimated $35.9K and leaving 8,416 shares worth $1.35M. The position accounts for 0.44% of the portfolio, ranked #41.

Kaizen Financial Strategies first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Kaizen Financial Strategies held 8,416 shares of Defiance Quantum ETF worth $1.35M as of Q2 2026.
  • Kaizen Financial Strategies sold 250 Defiance Quantum ETF shares in Q2 2026, an estimated $35.9K.
  • Defiance Quantum ETF made up 0.44% of Kaizen Financial Strategies's portfolio in Q2 2026, its #41 holding.
  • Kaizen Financial Strategies first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.