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 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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Root Financial Partners's QTUM Position: Q2 2026 in Review

Root Financial Partners increased its Defiance Quantum ETF (QTUM) stake by 157% in Q2 2026, buying an estimated $136K and bringing the position to 1,555 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #323.

Root Financial Partners first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Root Financial Partners held 1,555 shares of Defiance Quantum ETF worth $257K as of Q2 2026.
Root Financial Partners bought 949 Defiance Quantum ETF shares in Q2 2026, an estimated $136K.
Defiance Quantum ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #323 holding.
Root Financial Partners first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.