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Newbridge Financial Services Group’s Defiance Quantum ETF QTUM Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-8,637
Closed -$906K – 1391
2025
Q3 		$906K Sell
8,637
-169
-2% -$16.2K 0.14% 121
2025
Q2 		$808K Buy
+8,806
New +$712K 0.13% 128

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Newbridge Financial Services Group's QTUM Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Defiance Quantum ETF (QTUM) in Q4 2025, closing a stake of 8,637 shares — an estimated $906K sold.

Newbridge Financial Services Group first reported a position in QTUM in Q2 2025 and held it in 2 quarters. The position peaked at $906K in Q3 2025. 414 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Defiance Quantum ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 8,637 Defiance Quantum ETF shares in Q4 2025, an estimated $906K.
  • Newbridge Financial Services Group first reported a position in Defiance Quantum ETF in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Defiance Quantum ETF position peaked at $906K in Q3 2025.
  • 414 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.