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Legacy Wealth Management (Idaho)’s Defiance Quantum ETF QTUM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.06K Buy
19
+5
+36% +$572 ﹤0.01% 775
2025
Q4 		$1.55K Hold
14
– – ﹤0.01% 700
2025
Q3 		$1.48K Buy
14
+10
+250% +$958 ﹤0.01% 582
2025
Q2 		$369 Hold
4
– – ﹤0.01% 678
2025
Q1 		$299 Buy
4
+1
+33% +$81 ﹤0.01% 741
2024
Q4 		$250 Buy
+3
New +$207 ﹤0.01% 704

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

Legacy Wealth Management (Idaho)'s QTUM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Defiance Quantum ETF (QTUM) stake by 36% in Q1 2026, buying an estimated $572 and bringing the position to 19 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Legacy Wealth Management (Idaho) first reported a position in QTUM in Q4 2024 and has held it in 6 quarters since. 431 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 19 shares of Defiance Quantum ETF worth $2.06K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 5 Defiance Quantum ETF shares in Q1 2026, an estimated $572.
  • Defiance Quantum ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #775 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 6 quarters since.
  • 431 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.