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Leavell Investment Management’s Defiance Quantum ETF QTUM Stock Holding History

Leavell Investment 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
2026
Q2 		$1.01M Buy
6,129
+709
+13% +$102K 0.04% 324
2026
Q1 		$582K Buy
5,420
+71
+1% +$8.13K 0.02% 393
2025
Q4 		$587K Buy
5,349
+1,433
+37% +$158K 0.02% 378
2025
Q3 		$411K Buy
+3,916
New +$375K 0.02% 451

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Leavell Investment Management's QTUM Position: Q2 2026 in Review

Leavell Investment Management increased its Defiance Quantum ETF (QTUM) stake by 13% in Q2 2026, buying an estimated $102K and bringing the position to 6,129 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #324.

Leavell Investment Management first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Leavell Investment Management held 6,129 shares of Defiance Quantum ETF worth $1.01M as of Q2 2026.
  • Leavell Investment Management bought 709 Defiance Quantum ETF shares in Q2 2026, an estimated $102K.
  • Defiance Quantum ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #324 holding.
  • Leavell Investment Management first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.