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Loring Wolcott & Coolidge Fiduciary Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-120
Closed -$8.65K – 554
2025
Q1 		$8.65K Buy
+120
New +$9.71K ﹤0.01% 489
2024
Q2 		– Sell
-86
Closed -$4.82K – 574
2024
Q1 		$4.82K Buy
+86
New +$4.94K ﹤0.01% 529

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 $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's QTUM Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Defiance Quantum ETF (QTUM) in Q2 2025, closing a stake of 120 shares — an estimated $8.65K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QTUM in Q1 2024 and held it in 2 quarters. The position peaked at $8.65K in Q1 2025. 255 funds tracked by Wall St. Rank hold QTUM as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Defiance Quantum ETF position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 120 Defiance Quantum ETF shares in Q2 2025, an estimated $8.65K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Defiance Quantum ETF in Q1 2024 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Defiance Quantum ETF position peaked at $8.65K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.