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Nvest Wealth Strategies’s Defiance Quantum ETF QTUM Stock Holding History

Nvest Wealth Strategies’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 		$51.1K Hold
309
– – 0.03% 56
2026
Q1 		$33.2K Hold
309
– – 0.02% 67
2025
Q4 		$33.9K Buy
+309
New +$34.1K 0.02% 62

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

Nvest Wealth Strategies's QTUM Position: Q2 2026 in Review

Nvest Wealth Strategies held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 309 shares worth $51.1K. The position accounts for 0.03% of the portfolio, ranked #56.

Nvest Wealth Strategies first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Nvest Wealth Strategies held 309 shares of Defiance Quantum ETF worth $51.1K as of Q2 2026.
  • Nvest Wealth Strategies left its Defiance Quantum ETF share count unchanged in Q2 2026.
  • Defiance Quantum ETF made up 0.03% of Nvest Wealth Strategies's portfolio in Q2 2026, its #56 holding.
  • Nvest Wealth Strategies first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.