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Legacy Financial Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Legacy Financial 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 		$337K Sell
2,041
-358
-15% -$51.5K 0.04% 326
2026
Q1 		$257K Sell
2,399
-34
-1% -$3.89K 0.04% 352
2025
Q4 		$267K Buy
+2,433
New +$268K 0.04% 335

Other funds holding QTUM

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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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Legacy Financial Advisors's QTUM Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Defiance Quantum ETF (QTUM) stake by 15% in Q2 2026, selling an estimated $51.5K and leaving 2,041 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #326.

Legacy Financial Advisors first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Legacy Financial Advisors held 2,041 shares of Defiance Quantum ETF worth $337K as of Q2 2026.
  • Legacy Financial Advisors sold 358 Defiance Quantum ETF shares in Q2 2026, an estimated $51.5K.
  • Defiance Quantum ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #326 holding.
  • Legacy Financial Advisors first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.