MWM
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Modera Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Modera Wealth 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 		$311K Buy
+1,881
New +$270K ﹤0.01% 538
2026
Q1 		– Sell
-1,848
Closed -$203K – 667
2025
Q4 		$203K Buy
+1,848
New +$204K ﹤0.01% 624

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AssetMark Inc
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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
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Modera Wealth Management's QTUM Position: Q2 2026 in Review

Modera Wealth Management opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 1,881 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in QTUM as recently as Q4 2025.

Modera Wealth Management first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Modera Wealth Management held 1,881 shares of Defiance Quantum ETF worth $311K as of Q2 2026.
  • Defiance Quantum ETF was a new Modera Wealth Management position in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Modera Wealth Management first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.