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Robertson Stephens Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q1 		– Sell
-56,362
Closed -$4.57M – 582
2024
Q4 		$4.57M Buy
+56,362
New +$3.89M 0.16% 115

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Robertson Stephens Wealth Management's QTUM Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Defiance Quantum ETF (QTUM) in Q1 2025, closing a stake of 56,362 shares — an estimated $4.57M sold.

Robertson Stephens Wealth Management first reported a position in QTUM in Q4 2024 and held it in 1 quarter. The position peaked at $4.57M in Q4 2024. 192 funds tracked by Wall St. Rank hold QTUM as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Defiance Quantum ETF position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 56,362 Defiance Quantum ETF shares in Q1 2025, an estimated $4.57M.
  • Robertson Stephens Wealth Management first reported a position in Defiance Quantum ETF in Q4 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Defiance Quantum ETF position peaked at $4.57M in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.