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

Kingswood 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	$752K	Buy	4,549 +384	+9%	+$55.2K	0.03%	494
2026 Q1	$447K	Buy	4,165 +96	+2%	+$11K	0.02%	578
2025 Q4	$446K	Buy	4,069 +116	+3%	+$12.8K	0.02%	554
2025 Q3	$415K	Buy	3,953 +998	+34%	+$95.6K	0.03%	530
2025 Q2	$271K	Buy	2,955 +90	+3%	+$7.27K	0.02%	602
2025 Q1	$214K	Buy	+2,865	New	+$232K	0.02%	668

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

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

Kingswood Wealth Advisors increased its Defiance Quantum ETF (QTUM) stake by 9.2% in Q2 2026, buying an estimated $55.2K and bringing the position to 4,549 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #494.

Kingswood Wealth Advisors first reported a position in QTUM in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Kingswood Wealth Advisors held 4,549 shares of Defiance Quantum ETF worth $752K as of Q2 2026.
Kingswood Wealth Advisors bought 384 Defiance Quantum ETF shares in Q2 2026, an estimated $55.2K.
Defiance Quantum ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #494 holding.
Kingswood Wealth Advisors first reported a position in Defiance Quantum ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.