Safe Harbor Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

Safe Harbor Wealth 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
2025 Q4	$366K	Buy	+3,162	New	+$348K	0.35%	55

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Safe Harbor Wealth Advisors's QTUM Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q4 2025: 3,162 shares worth $366K. The stake represents 0.35% of the portfolio and ranks #55 among its holdings.

413 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

Safe Harbor Wealth Advisors held 3,162 shares of Defiance Quantum ETF worth $366K as of Q4 2025.
Defiance Quantum ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Defiance Quantum ETF made up 0.35% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #55 holding.
413 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.