Key Client Fiduciary Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Key Client Fiduciary 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	$595K	Buy	3,595 +717	+25%	+$103K	0.17%	119
2026 Q1	$309K	Buy	2,878 +521	+22%	+$59.6K	0.11%	165
2025 Q4	$258K	Buy	+2,357	New	+$260K	0.09%	168

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

Key Client Fiduciary Advisors's QTUM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Defiance Quantum ETF (QTUM) stake by 25% in Q2 2026, buying an estimated $103K and bringing the position to 3,595 shares worth $595K. The position accounts for 0.17% of the portfolio, ranked #119.

Key Client Fiduciary Advisors first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Key Client Fiduciary Advisors held 3,595 shares of Defiance Quantum ETF worth $595K as of Q2 2026.
Key Client Fiduciary Advisors bought 717 Defiance Quantum ETF shares in Q2 2026, an estimated $103K.
Defiance Quantum ETF made up 0.17% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #119 holding.
Key Client Fiduciary Advisors first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.