Sigma Planning Corp’s Defiance Quantum ETF QTUM Stock Holding History

Sigma Planning Corp’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	$1.31M	Sell	7,908 -51	-0.6%	-$7.33K	0.03%	494
2026 Q1	$854K	Sell	7,959 -1,495	-16%	-$171K	0.02%	632
2025 Q4	$1.04M	Buy	9,454 +2,598	+38%	+$286K	0.03%	520
2025 Q3	$719K	Buy	6,856 +344	+5%	+$33K	0.02%	663
2025 Q2	$598K	Buy	6,512 +2,142	+49%	+$173K	0.02%	707
2025 Q1	$326K	Buy	+4,370	New	+$353K	0.01%	916
2023 Q4	–	Sell	-5,629	Closed	-$270K	–	1103
2023 Q3	$270K	Buy	5,629 +1,635	+41%	+$82K	0.01%	962
2023 Q2	$202K	Buy	+3,994	New	+$187K	0.01%	1098
2020 Q1	–	Sell	-12,180	Closed	-$358K	–	1062
2019 Q4	$358K	Buy	+12,180	New	+$335K	0.02%	713

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

Sigma Planning Corp's QTUM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Defiance Quantum ETF (QTUM) stake by 0.64% in Q2 2026, selling an estimated $7.33K and leaving 7,908 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #494.

Sigma Planning Corp first reported a position in QTUM in Q4 2019 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Sigma Planning Corp held 7,908 shares of Defiance Quantum ETF worth $1.31M as of Q2 2026.
Sigma Planning Corp sold 51 Defiance Quantum ETF shares in Q2 2026, an estimated $7.33K.
Defiance Quantum ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #494 holding.
Sigma Planning Corp first reported a position in Defiance Quantum ETF in Q4 2019 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.