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SHP Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

SHP 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
2026
Q1 		$1.79M Buy
16,683
+3,260
+24% +$373K 0.14% 54
2025
Q4 		$1.47M Buy
+13,423
New +$1.48M 0.11% 55

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

SHP Wealth Management's QTUM Position: Q1 2026 in Review

SHP Wealth Management increased its Defiance Quantum ETF (QTUM) stake by 24% in Q1 2026, buying an estimated $373K and bringing the position to 16,683 shares worth $1.79M. The position accounts for 0.14% of the portfolio, ranked #54.

SHP Wealth Management first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • SHP Wealth Management held 16,683 shares of Defiance Quantum ETF worth $1.79M as of Q1 2026.
  • SHP Wealth Management bought 3,260 Defiance Quantum ETF shares in Q1 2026, an estimated $373K.
  • Defiance Quantum ETF made up 0.14% of SHP Wealth Management's portfolio in Q1 2026, its #54 holding.
  • SHP Wealth Management first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.