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PKS Advisory Services’s Defiance Quantum ETF QTUM Stock Holding History

PKS Advisory Services’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
Q3 		$440K Hold
2,657
– – 0.07% 236
2026
Q2 		$440K Buy
2,657
+677
+34% +$97.3K 0.07% 237
2026
Q1 		$212K Buy
1,980
+139
+8% +$15.9K 0.05% 220
2025
Q4 		$202K Buy
+1,841
New +$203K 0.05% 248

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PKS Advisory Services's QTUM Position: Q3 2026 in Review

PKS Advisory Services held its Defiance Quantum ETF (QTUM) position steady in Q3 2026 at 2,657 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #236.

PKS Advisory Services first reported a position in QTUM in Q4 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

  • PKS Advisory Services held 2,657 shares of Defiance Quantum ETF worth $440K as of Q3 2026.
  • PKS Advisory Services left its Defiance Quantum ETF share count unchanged in Q3 2026.
  • Defiance Quantum ETF made up 0.07% of PKS Advisory Services's portfolio in Q3 2026, its #236 holding.
  • PKS Advisory Services first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.