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Peak Planning Group’s Defiance Quantum ETF QTUM Stock Holding History

Peak Planning 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
2026
Q2 		$489K Buy
2,957
+580
+24% +$83.4K 0.11% 76
2026
Q1 		$255K Buy
2,377
+44
+2% +$5.04K 0.07% 103
2025
Q4 		$256K Buy
+2,333
New +$257K 0.07% 106

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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Peak Planning Group's QTUM Position: Q2 2026 in Review

Peak Planning Group increased its Defiance Quantum ETF (QTUM) stake by 24% in Q2 2026, buying an estimated $83.4K and bringing the position to 2,957 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #76.

Peak Planning Group first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Peak Planning Group held 2,957 shares of Defiance Quantum ETF worth $489K as of Q2 2026.
  • Peak Planning Group bought 580 Defiance Quantum ETF shares in Q2 2026, an estimated $83.4K.
  • Defiance Quantum ETF made up 0.11% of Peak Planning Group's portfolio in Q2 2026, its #76 holding.
  • Peak Planning Group first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.