LM Advisors’s Defiance Quantum ETF QTUM Stock Holding History

LM 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
2024 Q1	–	Sell	-206	Closed	-$11.2K	–	601
2023 Q4	$11.2K	Buy	+206	New	+$10.2K	﹤0.01%	515

Other funds holding QTUM

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LM Advisors's QTUM Position: Q1 2024 in Review

LM Advisors sold out of Defiance Quantum ETF (QTUM) in Q1 2024, closing a stake of 206 shares — an estimated $11.2K sold.

LM Advisors first reported a position in QTUM in Q4 2023 and held it in 1 quarter. The position peaked at $11.2K in Q4 2023. 67 funds tracked by Wall St. Rank hold QTUM as of Q1 2024.

LM Advisors reported no remaining Defiance Quantum ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 206 Defiance Quantum ETF shares in Q1 2024, an estimated $11.2K.
LM Advisors first reported a position in Defiance Quantum ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's Defiance Quantum ETF position peaked at $11.2K in Q4 2023.
67 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.