Moneta Group Investment Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Moneta Group Investment 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	$574K	Buy	3,468 +176	+5%	+$25.3K	﹤0.01%	511
2026 Q1	$353K	Buy	3,292 +154	+5%	+$17.6K	﹤0.01%	590
2025 Q4	$344K	Buy	3,138 +693	+28%	+$76.4K	﹤0.01%	600
2025 Q3	$256K	Buy	2,445 +27	+1%	+$2.59K	﹤0.01%	664
2025 Q2	$222K	Buy	+2,418	New	+$195K	﹤0.01%	643

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Moneta Group Investment Advisors's QTUM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Defiance Quantum ETF (QTUM) stake by 5.3% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,468 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Moneta Group Investment Advisors first reported a position in QTUM in Q2 2025 and has held it in 5 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Moneta Group Investment Advisors held 3,468 shares of Defiance Quantum ETF worth $574K as of Q2 2026.
Moneta Group Investment Advisors bought 176 Defiance Quantum ETF shares in Q2 2026, an estimated $25.3K.
Defiance Quantum ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #511 holding.
Moneta Group Investment Advisors first reported a position in Defiance Quantum ETF in Q2 2025 and has held it in 5 quarters since.
562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.