Root Financial Partners’s Defiance Quantum ETF QTUM Stock Holding History

Root Financial Partners’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	$237K	Buy	1,566 +11	+0.7%	+$1.64K	0.01%	382
2026 Q2	$257K	Buy	1,555 +949	+157%	+$136K	0.01%	323
2026 Q1	$65.1K	Sell	606 -1,518	-71%	-$174K	﹤0.01%	748
2025 Q4	$233K	Buy	2,124 +1,537	+262%	+$169K	0.01%	268
2025 Q3	$61.5K	Buy	+587	New	+$56.2K	﹤0.01%	597

Other funds holding QTUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's QTUM Position: Q3 2026 in Review

Root Financial Partners increased its Defiance Quantum ETF (QTUM) stake by 0.71% in Q3 2026, buying an estimated $1.64K and bringing the position to 1,566 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #382.

Root Financial Partners first reported a position in QTUM in Q3 2025 and has held it in 5 quarters since. The position peaked at $257K in Q2 2026. 498 funds tracked by Wall St. Rank hold QTUM as of Q3 2026.

Root Financial Partners held 1,566 shares of Defiance Quantum ETF worth $237K as of Q3 2026.
Root Financial Partners bought 11 Defiance Quantum ETF shares in Q3 2026, an estimated $1.64K.
Defiance Quantum ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #382 holding.
Root Financial Partners first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's Defiance Quantum ETF position peaked at $257K in Q2 2026.
498 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.