LWM
QTUM icon

Laidlaw Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Laidlaw Wealth Management’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
2025
Q1 		– Sell
-9,962
Closed -$808K – 131
2024
Q4 		$808K Sell
9,962
-143
-1% -$9.87K 0.35% 72
2024
Q3 		$631K Sell
10,105
-87
-0.9% -$5.33K 0.31% 90
2024
Q2 		$640K Sell
10,192
-278
-3% -$16.9K 0.35% 77
2024
Q1 		$643K Buy
10,470
+4
+0% +$230 0.36% 84
2023
Q4 		$569K Sell
10,466
-3,683
-26% -$182K 0.21% 116
2023
Q3 		$679K Sell
14,149
-2,135
-13% -$107K 0.22% 111
2023
Q2 		$824K Sell
16,284
-648
-4% -$30.3K 0.16% 142
2023
Q1 		$788K Buy
16,932
+464
+3% +$20.3K 0.16% 153
2022
Q4 		$645K Sell
16,468
-775
-4% -$30.2K 0.14% 164
2022
Q3 		$623K Buy
17,243
+1,745
+11% +$72.7K 0.15% 158
2022
Q2 		$628K Buy
15,498
+1,300
+9% +$58.6K 0.13% 173
2022
Q1 		$718K Buy
14,198
+1,230
+9% +$62.3K 0.12% 171
2021
Q4 		$724K Sell
12,968
-1,724
-12% -$93.2K 0.12% 177
2021
Q3 		$737K Sell
14,692
-1,028
-7% -$51.6K 0.19% 116
2021
Q2 		$784K Buy
15,720
+3,267
+26% +$157K 0.2% 108
2021
Q1 		$585K Sell
12,453
-2,547
-17% -$118K 0.2% 111
2020
Q4 		$623K Buy
15,000
+1,962
+15% +$73.2K 0.13% 164
2020
Q3 		$431K Buy
13,038
+5,210
+67% +$171K 0.19% 120
2020
Q2 		$242K Buy
+7,828
New +$216K 0.13% 154

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Laidlaw Wealth Management's QTUM Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Defiance Quantum ETF (QTUM) in Q1 2025, closing a stake of 9,962 shares — an estimated $808K sold.

Laidlaw Wealth Management first reported a position in QTUM in Q2 2020 and held it in 19 quarters. The position peaked at $824K in Q2 2023. 192 funds tracked by Wall St. Rank hold QTUM as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Defiance Quantum ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 9,962 Defiance Quantum ETF shares in Q1 2025, an estimated $808K.
  • Laidlaw Wealth Management first reported a position in Defiance Quantum ETF in Q2 2020 and held it in 19 quarters.
  • Laidlaw Wealth Management's Defiance Quantum ETF position peaked at $824K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.