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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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's QTUM Position: Q1 2026 in Review

Regal Investment Advisors sold out of Defiance Quantum ETF (QTUM) in Q1 2026, closing a stake of 4,273 shares — an estimated $469K sold.

Regal Investment Advisors first reported a position in QTUM in Q4 2025 and held it in 1 quarter. The position peaked at $469K in Q4 2025. 432 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • Regal Investment Advisors reported no remaining Defiance Quantum ETF position as of Q1 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 4,273 Defiance Quantum ETF shares in Q1 2026, an estimated $469K.
  • Regal Investment Advisors first reported a position in Defiance Quantum ETF in Q4 2025 and held it in 1 quarter.
  • Regal Investment Advisors's Defiance Quantum ETF position peaked at $469K in Q4 2025.
  • 432 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.