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Regal Investment Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Regal 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 		$1.2M Buy
+7,272
New +$1.05M 0.06% 283
2026
Q1 		– Sell
-4,273
Closed -$469K – 670
2025
Q4 		$469K Buy
+4,273
New +$471K 0.03% 434

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

Regal Investment Advisors's QTUM Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 7,272 shares worth $1.2M. The stake represents 0.06% of the portfolio and ranks #283 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in QTUM as recently as Q4 2025.

Regal Investment Advisors first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Regal Investment Advisors held 7,272 shares of Defiance Quantum ETF worth $1.2M as of Q2 2026.
  • Defiance Quantum ETF was a new Regal Investment Advisors position in Q2 2026.
  • Defiance Quantum ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • Regal Investment Advisors first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

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