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Larson Financial Group’s Defiance Quantum ETF QTUM Stock Holding History

Larson Financial Group’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
Q1 		$101K Buy
941
+3
+0.3% +$343 ﹤0.01% 994
2025
Q4 		$103K Buy
938
+4
+0.4% +$441 ﹤0.01% 923
2025
Q3 		$98K Sell
934
-83
-8% -$7.95K ﹤0.01% 910
2025
Q2 		$93.4K Buy
1,017
+404
+66% +$32.6K ﹤0.01% 864
2025
Q1 		$45.7K Buy
613
+1
+0.2% +$81 ﹤0.01% 1063
2024
Q4 		$49.6K Buy
612
+572
+1,430% +$39.5K ﹤0.01% 905
2024
Q3 		$2.51K Hold
40
– – ﹤0.01% 1816
2024
Q2 		$2.52K Buy
+40
New +$2.43K ﹤0.01% 1562
2024
Q1 		– Sell
-117
Closed -$6.33K – 1881
2023
Q4 		$6.33K Sell
117
-23
-16% -$1.14K ﹤0.01% 1120
2023
Q3 		$6.7K Buy
140
+1
+0.7% +$50 ﹤0.01% 1106
2023
Q2 		$7.05K Hold
139
– – ﹤0.01% 1024
2023
Q1 		$6.46K Hold
139
– – ﹤0.01% 1029
2022
Q4 		$5.44K Hold
139
– – ﹤0.01% 1005
2022
Q3 		$5K Buy
139
+1
+0.7% +$42 ﹤0.01% 968
2022
Q2 		$6K Buy
138
+1
+0.7% +$45 ﹤0.01% 838
2022
Q1 		$7K Hold
137
– – ﹤0.01% 742
2021
Q4 		$8K Buy
+137
New +$7.41K ﹤0.01% 737

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $791M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's QTUM Position: Q1 2026 in Review

Larson Financial Group increased its Defiance Quantum ETF (QTUM) stake by 0.32% in Q1 2026, buying an estimated $343 and bringing the position to 941 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Larson Financial Group first reported a position in QTUM in Q4 2021 and has held it in 17 quarters since. The position peaked at $103K in Q4 2025. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Larson Financial Group held 941 shares of Defiance Quantum ETF worth $101K as of Q1 2026.
  • Larson Financial Group bought 3 Defiance Quantum ETF shares in Q1 2026, an estimated $343.
  • Defiance Quantum ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #994 holding.
  • Larson Financial Group first reported a position in Defiance Quantum ETF in Q4 2021 and has held it in 17 quarters since.
  • Larson Financial Group's Defiance Quantum ETF position peaked at $103K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.